Finance Executive Jobs in Mumbai - My Money Managment
Job Description
| • Meeting set of existing clients to review their portfolio • Handling service request of all clients and fulfilling them to satisfaction. • Doing regular review of client’s investment portfolio. • Updating clients on new products and offerings. • Creating opportunities of cross sell through excellent service delivery. • Generating new referrals from existing set of clients. • Acquisition of new clients. |
Job Particulars
Role accountant
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id597524
Job Category MBA , Finance , Analyst / Analytics , Logistics / Transportation
SkillsSales
Locality Address Santacruz East
State Maharashtra
Country India
About Company
We are financial architects who support our clients in meeting their short and long term financial goals, continuity of income and legacy planning. We follow a unique process of understanding your relationship with money and support you to fulfill your financial dreams. Our process of financial planning involves using the art of asset allocation & portfolio re balancing.
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