In The Money

2 Job openings at In The Money
Junior Wealth Management Executive in Cochin Kochi,Kerala,India 0 years Not disclosed On-site Full Time

Key Responsibilities Manage relationships of an existing portfolio of clients to up-sell and cross-sell various advisory products with the main focus on acquiring new customers Handle and manage clients for all sorts of investment needs Generating cross-sell revenue and doing 360-degree financial planning by wealth management About Company: We are working as a wealth advisory firm, especially in mutual funds and other financial services. Apart from goal planning, we offer financial planning, etc. Show more Show less

Junior Wealth Management Executive kochi,kerala 1 - 5 years INR Not disclosed On-site Full Time

You will be responsible for managing relationships with an existing portfolio of clients in order to up-sell and cross-sell various advisory products, with a primary focus on acquiring new customers. Your duties will include handling and managing clients for all their investment needs, generating cross-sell revenue, and providing 360-degree financial planning through wealth management. The company is a wealth advisory firm specializing in mutual funds and other financial services. In addition to goal planning, the firm offers comprehensive financial planning services to clients.,