Job Description
Salary: 3-6L per annum, basis the experience and suitability of the candidate.
CFPs / CFP / CWM / QPFP pursuant ONLY.
Company Description
CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to individual investment goals and provide easy-to-understand reports to track investments efficiently. The company's team of experts conducts in-depth research on various investment opportunities within mutual funds.
Role Description
This is a full-time on-site role for somebody who can manage our existing pool of clients and ensure delightful service and relationship building with them. This role is located in Mumbai at CAGRfunds. The role involves working closely with existing clients. This role does NOT involve any sales aspect.
Primary responsibility would include:
a) C...
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