- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
- Identify cross-selling opportunities for various products such as insurance, mutual funds, stock broking, etc.
- Develop and maintain solid relationships with key stakeholders including clients, colleagues, and industry partners.
📌 Wealth Manager (Pune)
🏢 SKY AVENUE PRIVATE
📍 Pune
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