23 Oct
|
Veerwal Getwork Services
|
Mumbai
23 Oct
Veerwal Getwork Services
Mumbai
Role & responsibilities
Acquire current 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