Wealth Manager Pune

Wealth Manager Pune

07 Aug
|
SKY AVENUE PRIVATE
|
Pune

07 Aug

SKY AVENUE PRIVATE

Pune

Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing ones.
Identify cross-selling opportunities for various products such as insurance, mutual funds, stock broking, etc.
Develop and maintain robust relationships with key stakeholders including clients, colleagues, and industry partners.

📌 Wealth Manager Pune
🏢 SKY AVENUE PRIVATE
📍 Pune

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