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4 - 9 years
10.0 - 20.0 Lacs P.A.
Pune, Kolkata
Posted:2 months ago| Platform: 
Work from Office
Full Time
Analyze client finances to develop strategies and ensure financial goals are met. Monitor market trends for responsive planning. Acquire HNW clients, Drive AUM growth, achieve revenue targets & conduct regular client meetings on market updates. Required Candidate profile Analyze client portfolios & make necessary suggestions Responsible for identifying customer needs & assessing their risk appetite Create & enforce plans that will help meet the needs of the customer
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