- Acquisition and handling a group of HNI
- Acquire recent customers who meet product criteria
- Products - Debt products, Structures,
PMS, AIF, MFs & Fund-based Real Estate products other Investment products.
- Ensure profitability of the portfolio
Required Candidate profile
Minimum Degree: Postgraduate/ Graduate in any discipline.
Minimum Experience – 2-6 years of Experience in wealth management
should have own database & comfortable with acquisition
📌 Wealth Manager with a renowned financial services company (Bhubaneswar)
🏢 Raj Enterprise
📍 Bhubaneswar
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