Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) to acquire recent clients and grow existing ones.
Identify cross-selling prospects 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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