Wealth Manager / Resource Manager
Wealth Manager / Resource Manager113
Applications
113
Applications
Tirupati
Full-Time
Junior (1 to 3 years)
₹ 1L - ₹ 7L (Per Year)
Posted on Dec 06 2022
About the Job
Skills
NCD
MF
Roles & Responsibilities :-
Meeting with HNI clients
SIP
Mutual funds
PMS
Bonds
Securities
What are the key responsibilities of a wealth manager?
What Does A Wealth Manager Do?
- Estate planning.
- Accounting services.
- Retirement planning.
- Strategic tax planning.
- Investment advisory services.
- Banking services.
- General long-term financial planning.
What are the 3 essential categories of wealth management?
We think there are basically three kinds of wealth management firms: Product Vendors, Customized Traders and Planner/Coaches
About the company
Established in 1887, The Muthoot Group is one of India's largest financial groups of its kind with business interests in 20 diverse fields, and a network of over 4500+ branches nationwide. The Muthoot Group, with its Pan-India presence and varied bouquet of products, serves over 2,00,000 customers everyday.
Established in 1887, The Muthoot Group is one of India's largest financial groups of its kind with business interests in 20 diverse fields, and a network of over 4500+ branches nationwide. The Muthoot Group, with its Pan-India presence and varied bouquet of products, serves over 2,00,000 customers everyday.
Company Size
1,001-5,000 Employees
Headquarter
Salem
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