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Wealth Advisory Executive

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Onsite

Wealth Advisory Executive

L. F. C. Securities

Wealth Advisory Executive

Skills

Financial Planning

2 months ago

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Important information


Location:

Maharashtra, India

Work mode:

Onsite

Published on:

8 September 2026

What they need


The Candidate Will Be Required to Convert New Clients (retail, HNI) On Board for Wealth management / Financial Planning. He/ She Will Service the Clients with Regular Investment Advice, News and Investment Updates. Designing an investment option. Should have knowledge about equity market. Experience: 1- 5 Years in Sales of Any Financial Products such as Wealth Management, Financial Planning, Equity, Derivative, PMS, Mutual fund. Skills Required: Good Communication Skills, Confidence and Enthusiasm, Client Service Capabilities. Interested candidates can share their CV on [email protected] or Call on +91 8104982267

Experience

Minimum 1 year

Department

Advisory

Qualification

Bcom/MBA/PGDM

Location

Ghatkopar (East)

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