Responsible for Acquiring Preferred clients (Affluent & Super Affluent). Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio.
📌 Preferred Relationship Manager (India)
🏢 ANAND RATHI SHARE AND STOCK BROKERS
📍 India
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