Posted:3 weeks ago| Platform:
Work from Office
Full Time
Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc
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