19 Sep
|
Recruit Bazaar
|
Thane
19 Sep
Recruit Bazaar
Thane
Manage and service existing clients from the office.
Handle client queries, portfolio updates and investment-related requirements.
Follow up on investments, documentation and transactions.
Understand client portfolios and financial objectives.
Required Candidate profile
Candidates from Mutual Funds, Wealth Management, Financial Advisory, Broking, Private Banking or Investment backgrounds preferred.
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📌 Investment Manager (Thane)
🏢 Recruit Bazaar
📍 Thane