06 Aug
|
Freelancer
|
Surat
Acquire HNI/UHNI clients via cold calling, networking & referrals. Manage diversified portfolios (PMS, AIFs, MF, Bonds, Insurance).Provide tailored advisory, build strong client relationships, drive revenue targets, and stay updated on market trends.
Perks and perks
Attractive Incentives and Competitive Appraisals
📌 Wealth Manager (Surat)
🏢 Freelancer
📍 Surat