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Institutional Sales Manager Ocean Finvest

1.0 - 3.0 years

0 Lacs

ahmedabad, gujarat, india

On-site

As an Institutional sales manager, you will be responsible for building, owning, and managing relationships with investors looking to invest in financial investment options. Key Responsibilities & Accountabilities Financial Planning and Portfolio Services Responsible for end-to-end client management by following the financial planning process, living and embodying the company's core values of client centricity and empathy. Having fantastic, value-creating & memorable conversations with clients every single day! Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. Managing investment portfolios a...

Posted 2 days ago

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