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Senior Wealth Manager Digital Cyclopedia

5.0 - 9.0 years

0 Lacs

delhi

On-site

As a potential candidate for this role, you will be responsible for various tasks related to marketing investment products to clients. Your duties may include understanding customer requirements, identifying suitable products based on their objectives, meeting with clients from different sectors such as Corporate, HNIs, and Retail, particularly executives in Treasury, Finance & Accounts Division, and introducing them to the SPA ("Corporate Marketing"). Additionally, you will be advising Corporate, HNIs, and Retail clients on Surplus Management, managing key accounts, and ensuring customer retention and growth through continuous follow-ups in a structured manner. You will also be expected to ...

Posted 3 months ago

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