Financial Planning: Create comprehensive financial plans tailored to Wallet4Wealth existing and current clients.
Product Management: Deal with mutual funds, broking, insurance, and loan products tied to top banks and financial services.
Client Management: Manage client portfolios and relationships directly with assigned company clients, often without needing cold acquisition from the natural market.
Business Development: Acquire new clients and deliver suitable investment solutions aligned with the firm's advisory goals
📌 Area Manager (Bhubaneswar)
🏢 Wallet Finserve
📍 Bhubaneswar
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