Wealth Manager
Experience
Salary
Location
Job Description
Key Responsibilities:
Client Acquisition and Relationship Building: ? Identify and acquire new clients for mutual fund investments. ? Build and maintain strong, long-term relationships with individual and high-networth investors. ? Provide customized investment solutions based on client needs and financial goals.
Sales and Revenue Growth: ? Achieve assigned sales targets and contribute to the growth objectives of the company. ? Develop and implement strategic plans to enhance mutual fund distribution. ? Conduct regular reviews of client portfolios and recommend suitable investment options.
Designation
Wealth Manager
Key Skills
Industry
Financial Wealth
Functional Area
Sales & Marketing
Employment Type
Full Time
Education
Graduation/Diploma
Job Type
Work From Office
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