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Wealth Advisor

  • | 2 - 5 Years
  • | 200000 - 600000

Job ID

JB_JOB27206

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

Skills

relationship management, selling of insurance & MF

Experience requirements

2 - 5 Years

Company Profile

Contact : Franchise

Email :  franchisemasterwf@gmail.com

Mobile :  +91-6264800152 | Connect With Whatsapp

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