Portfolio And Wealth Relationship Manager At Mnc Company

Year Mumbai, Maharashtra - Pune, Maharashtra, India

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Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
Responsible for selling various Third-Party Products.
Must have had prior experience of sourcing and managing client relationships in areas such as Wealth products, Portfolio Management, etc.
Must have had experience in B2C Sales who are professional and expert in Customer Acquisition and Revenue Growth.

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