Fresher - Relationship manager (Mumbai)

Fresher - Relationship manager (Mumbai)

07 Aug
|
Equentis Wealth Advisory
|
Mumbai

07 Aug

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities

- Manage relationships with existing clients to identify their financial goals and provide tailored solutions.

- Identify current business opportunities through cross-selling and upselling of mutual funds, NBFC products, and third-party products.

- Meet sales targets by acquiring new customers and increasing revenue growth.

- Collaborate with internal teams to resolve client queries and issues promptly.

- Stay updated on market trends and regulatory changes to maintain expertise in wealth management services.

📌 Fresher - Relationship manager (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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