Portfolio And Wealth Relationship Manager At Mnc Company Mumbai

Portfolio And Wealth Relationship Manager At Mnc Company Mumbai

01 Aug
|
WorKart Jobs
|
Mumbai

01 Aug

WorKart Jobs

Mumbai

Job Description:
Familiarity and valuable 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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