Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
Recent Client Acquisition & retention
Client Meeting Role Requirements
1–8 years of experience in Wealth Management, Relationship Management, Private Banking, Investment Advisory, or Financial Services.
Proven experience in managing Affluent/HNI clients and growing Assets Under Management (AUM).
Experience in cross-selling investment and insurance products.
Experience in terminal handling and order punching. Strong track record in new client acquisition and relationship management. ? How to Apply To schedule your interview, please share your updated CV via WhatsApp using the contact number below.