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
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.,