Wealth management trainee mutual funds (entry level) - fresher
ChandigarhD. R . Share Stock Brokers Pvt. Ltd
...client handling, and investment advisory under senior 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 [...]
Category Banking, Insurance, Finance & Accountancy