Financial advisor Jobs in Mumbai - Modi Wealth Management

Financial advisor
Modi Wealth Management
1 to 2 Years
10000 - 12000 Per Month
Modi Wealth Management
Last Date 18 Aug 2019
This Job is Expired

Modi Wealth Management - Job Details

Date of posting: 19 Jun 19
  • Managing individual client portfolios on regular basis.
  • Regularly source and convert leads provided by the company into clients.
  • Conduct regular meetings with the clients for their financial planning related closures and reviews.
  • Bachelor degree in business, finance or related field.
  • 1-2 years of sales experience.
  • Knowledge of mutual fund, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.

Job Summary

Job Type : Full Time
Job Role : Others
Job Category : Others
Hiring Process : Face to Face Interview
Who can apply : Experienced (1 to 2 Years)

About Modi Wealth Management

With over 25 years in the industry, backed by a strong legacy that spans over four decades, Modi Wealth Management is now managed by third generation entrepreneurs who have carved a niche for themselves in the finance business.

At Modi Wealth the chain of command is handled by direct family members which is an integral factor differentiating us from others, ensuring consistency & integrity at every level. Each vertical within the company is headed by experienced senior family member thus making it possible for us to handle diverse portfolios efficiently.
This Job is Expired
This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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Modi Wealth Management recruiting Financial advisor Experienced(1 to 2 Years) candidates candidates nearby Mumbai.Modi Wealth Management vacancies for Financial advisor is recruited through Written-test, Face to Face Interview etc.
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