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Junior Wealth Management Executive in Cochin

0 years

0 Lacs

Kochi Kerala India

Posted:1 week ago| Platform: Linkedin logo

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Skills Required

management portfolio planning

Work Mode

On-site

Job Type

Full Time

Job Description

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

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Junior Wealth Management Executive in Cochin

Kochi, Kerala, India

Experience: Not specified

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Salary: Not disclosed

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