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Posted on 17 Apr, 2024
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Acquisition of new clients.
- Explaining various products and services to prospective clients
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
- Industry - ADVERTISING / PUBLIC RELATIONS / MARKETING / EVENTS
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
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