Job Description:
- Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
- Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
- Responsible for selling various Third-Party Products.
- Must have had prior experience of sourcing and managing client relationships in areas such as Wealth products, Portfolio Management, etc.
- Must have had experience in B2C Sales who are skilled and expert in Customer Acquisition and Revenue Growth.
📌 Portfolio And Wealth Relationship Manager at MNC Company (Mumbai)
🏢 WorKart Jobs
📍 Mumbai
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