Date: 13TH & 14TH FEBRUARY 2012 , 10AM TO 5PM
Position: FINANCIAL PLANNING EXECUTIVE / RELATIONSHIP EXECUTIVE
JOB PROFILE :
1. Should advise HNI's,MNI's and corporate clients related to wealth management products like Mutual Funds, Life Insurance , General Insurance,Real Estate and demat.
2. Advise the clients with various investment plans.
3. Closily work with the marketing team for the branding and promotion activities.
4. Review the portfolio and update the market status on daily basis to the clients.
5. Relationship building with the clients for new business and reference taking for prospective clients.
6. Review the portfolio and do financial Planning on timely basis
Note : Only Chennai based and candidates with experience from similar industry should apply
Address :
3rd Floor,
Wellington Plaza,
Annasalai,Chennai- 02.
Landmark : Near to LIC Building
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