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Showing 4 jobs
Skills:
Excel, Ms Office, CRM or wealth management platforms, Word, Powerpoint, Financial Planning, investment products, Portfolio Management
Skills:
Investment Advisory, asset allocation, Wealth Management
Skills:
MS - Excel, CFA, investment products, Financial Markets, Pg, NISM XA, Mba, Ca, CFP
Skills:
Client Support, Client Management, Client Relations, Client Relationship Management, Wealth Management, Investment Advisory, Mutual Funds, Relationship Management, Investment, Telesales, Portfolio Management, Financial Services, Client Engagement, Client Relationships, Customer Relationship Management, Lead Generation, Customer Support, Wealth Advisory, Leadership, Communications, Financial Planning
