- Build and maintain solid relationships with high net worth clients through regular communication and meetings.- Understand clients' financial goals and risk appetite and provide them with customized investment solutions.
Required Candidate profile
Age- 35 Maximum. Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products.
📌 First Wealth Relationship Manager (Ludhiana)
🏢 SAP GROUP
📍 Ludhiana
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.