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Posted on 28 Mar, 2024
In Office
Job Description | Responsibilities
- Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business & assets.
- Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Wealth Manager
Wealth
Wealth Management
Good communication Skills
B2C Sales
Life Insurance