Responsible for acquiring current clients and building long-term relationships by understanding their financial goals and investment needs. Promote investment products such as Mutual Funds, Insurance, Fixed Deposits, PMS, and other wealth products. Achieve sales targets by developing the client base, conducting regular follow-ups, and increasing AUM.
📌 Senior Wealth Manager (Hyderabad)
🏢 Bajaj Capital
📍 Hyderabad
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