Affluent Wealth Manager Mumbai

Affluent Wealth Manager Mumbai

19 Oct
|
Veerwal Getwork Services
|
Mumbai

19 Oct

Veerwal Getwork Services

Mumbai

Role & responsibilities
Acquire recent affluent clients through branch walk-ins, referrals, corporate tie-ups, and networking.
Manage and deepen relationships with an assigned client portfolio, with regular reviews and proactive contact.
Assess client needs, risk profile, and goals, and recommend suitable products:
Mutual funds, SIPs, PMS/AIF (where applicable), bonds, and fixed income
Life, health, and general insurance
Structured products, equity/demat services, and retirement and estate planning
Cross-sell banking products such as CASA, loans, credit cards, and forex.

📌 Affluent Wealth Manager Mumbai
🏢 Veerwal Getwork Services
📍 Mumbai

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