Wealth Manager/ Relationship ManagerC (Faridabad)

Wealth Manager/ Relationship ManagerC (Faridabad)

16 Oct
|
Sanguine Capital
|
Faridabad

16 Oct

Sanguine Capital

Faridabad

Key Responsibilities

- Proactively identify and acquire high-profile clients

- Collaborate with Bank Relationship Managers (RMs) to access their client bases and cross-sell Sanguines specialised investment products.

- Deliver holistic advisory services, managing client portfolios across Broking, Insurance, Unlisted Shares, Mutual Funds, Bonds, and Debentures.

- Schedule regular client meetings to review performance, rebalance portfolios based on market trends, and leverage Sanguine’s proprietary research for optimal results.

📌 Wealth Manager/ Relationship ManagerC (Faridabad)
🏢 Sanguine Capital
📍 Faridabad

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