Wealth Advisor / Manager

Ahmedabad/Mumbai   |  Job Code : AHRS688

Job Description

Educational Qualifications Preferred :B.com/M.com/ MBA/BBA
Job Description
  • The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market.
  • Sourcing and servicing Demat A/C,
  • Cross selling products like Insurance, Mutual Funds, PMS ,
  • Helping clients on their Investments and managing their overall financial portfolio
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