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Waytogo Consultants logo

Investment Counselor

7 - 12 years

18 - 30 Lacs

Chennai, Bengaluru, Hyderabad

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Investment Advisory Amfi MF Financial Advisory Wealth Investment Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts

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Waytogo Consultants
Waytogo Consultants
www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    COO

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