risk tolerance , investment horizon, client financial goals, investment strategies, relationship-building, proficiency in English and Hindi, Mutual Funds, Customer Orientation, Communication Skills, Financial Markets

Customer Relationship, Relationship Management, Upselling and Cross Selling, NISM – VA – Mutual Fund Certifications, IRDAI – SP for Insurance Certifications

Networking, Market Intelligence, Direct Sales, MF Insurance, Equity Investment Product, PMS Structure

dealing services, NISM –5A 7 8 16 15 or 25A certificates, equity advisory, equity and derivatives products, understanding of equities markets

Aif, Compliance, PMS, Insurance, Fixed Income Products, Bonds, Mutual Funds, Equity, equity margin

Relationship Management, Insurance, Investment, Wealth Advisory

alternative investments, Bonds, Mutual Funds, Financial Products, Insurance Products, NBFC, Asset Classes, Amc, Stock Broking, Bfsi, Financial Advisory, Investment Portfolios, Investment Vehicles, Stocks