Kunvarji Group - Executive/Senior Executive - Wealth Management (1-4 yrs) Mumbai (BFSI Sales/Marketing)
Kunvarji Group
1d ago
source : iimjobs.com

Meet annual goals / budgets set by manager for self

  • Develop existing and new relationships
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
  • Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
  • Cultivate and manage relationships to promote cross-selling
  • Ensure product documentation including credit facilities is at all times correct and appropriate
  • ref : updazz.com)

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