RightFocus Investments Pvt. Ltd.
Bangalore – www.finatoz.com – 19/05/2022
Salary – 4 to 6 LPA
Job Title
Associate Wealth Manager
Company Profile
- RightFocus Investments Private Limited is located in Bengaluru, Karnataka, India and is part of the Management, Scientific, and Technical Consulting Services Industry.
Job Profile & Responsibilities
- Understanding customer requirements: Like his risk profile, financial goals, and asset allocation.
- Analysis of customer’s current portfolio and telling him suitable products to buy and sell/redeem his bad assets.
- Manage customer relationships in terms of support from the organization and be a single point of contact to service the client.
Preferred Qualifications
- Education – MBA-Finance / Post graduation in Finance (Preferred).
- CWM (Preferred).
- Mutual Funds V-A Certification (Preferred).
Desired Candidate Profile
- Knowledge of Mutual Fund (Mandatory).
- Work Experience – 1 to 4 years (Preferred).
