Identify and prospect potential clients through various channels, Conduct in-depth financial assessments, investment recommendations and proposals to clients, investment recommendations and proposals to clients, ensure a seamless client experience.
Required Candidate profile
Identify and prospect potential clients through various channels, including networking events, existing clients, referrals, and cold outreach & conduct depth financial analysis.
📌 Urgent hiring For wealth manager @upto 12 LPA (New Delhi)
🏢 Worksymphony
📍 New Delhi
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