09 Sep
|
Veerwal Getwork Services
|
Bhopal
09 Sep
Veerwal Getwork Services
Bhopal
- Manage and build strong relationships with HNI and affluent clients
- Acquire current clients and generate business through referrals and market activities
- Understand clients financial goals and provide suitable investment solutions
- Manage and grow the existing client portfolio and AUM
- Cross-sell financial and investment products such as Mutual Funds, Insurance, Bonds, PMS, etc.
- Develop long-term relationships with clients and ensure excellent customer service
- Achieve assigned sales, revenue and business targetsRole & responsibilities
📌 Relationship Wealth Manager (Bhopal)
🏢 Veerwal Getwork Services
📍 Bhopal