24 Oct
|
Veerwal Getwork Services
|
Mumbai
24 Oct
Veerwal Getwork Services
Mumbai
Key Responsibilities:
- Acquire, manage and deepen relationships with Affluent/HNI clients.
- Advise clients on equity markets, investment opportunities and suitable strategies.
- Sell and cross-sell Mutual Funds, PMS, AIF, Bonds, NCDs, Insurance, FD and other wealth products.
- Generate AUM, revenue and brokerage through existing and current client relationships.
- Conduct portfolio reviews and identify investment/product opportunities.
- Increase client wallet share through effective cross-selling and relationship management.
- Ensure accurate execution of transactions and adherence to compliance and risk guidelines.
📌 Wealth RM (Mumbai)
🏢 Veerwal Getwork Services
📍 Mumbai