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).
error: Content is protected !!