Build and maintain robust 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 Mumbai (India)
🏢 SAP GROUP
📍 India
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