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Ardor Talent Solutions Private Limited logo
Wealth Manager Ardor Talent Solutions Private Limited

7.0 - 12.0 years

15 - 30 Lacs

hyderabad, telangana, india

On-site

Purpose: Build relationships with institutional clients, including corporates, SMEs, banks, and financial institutions. Manage client investment portfolios, provide market updates, and offer expert recommendations. Key Responsibilities: Client Acquisition & Relationship Management: Identify and acquire new institutional clients. Maintain regular contact with clients through calls and meetings. Promote multiple products/services to clients, increasing revenue and wallet share. Portfolio Management: Monitor client portfolios and provide tailored recommendations. Share updates on financial products and market trends. Revenue Generation: Drive sales by leveraging client relationships and promoti...

Posted 1 month ago

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