1 Surplus Management Jobs

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Senior Wealth Manager Digital Cyclopedia

5.0 - 9.0 years

0 Lacs

delhi

On-site

As an individual working in this role, your primary responsibility will be to market various investment products to clients based on their specific requirements. This will involve understanding customers" needs and recommending the most suitable products based on their objectives. You will be responsible for meeting with clients, including Corporate, HNIs, and Retail executives in Treasury, Finance & Accounts Division, and introducing them to the SPA ("Corporate Marketing"). Key Responsibilities: - Advising Corporate, HNIs, and Retail clients on Surplus Management - Managing key accounts and enhancing customer base through continuous follow-up - Addressing post-sale service issues and explor...

Posted 1 day ago

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