Wealth management trainee mutual funds (entry level) - fresher
ChandigarhD. R . Share Stock Brokers Pvt. Ltd
...professionals.Key Responsibilities Conduct client Zoom meetings & portfolio discussions with HNI clients. Support SIP planning & goal-based investment recommendations Track mutual fund performance & market updates Maintain client follow-ups, reports & documentation Assist senior advisors in portfolio reviews & analysisWho [...]
Category Banking, Insurance, Finance & Accountancy
3 hours ago in Internshala