Wealth Manager/ Relationship Managerc Faridabad

Wealth Manager/ Relationship Managerc Faridabad

23 Oct
|
Sanguine Capital
|
Faridabad

23 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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