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Wealth Manager

Globe Capital Market Ltd

0 - 1 years

0 - 1 Lacs

Goregaon East, Mumbai/Bombay

Posted:1 month ago| Platform: Apna logo

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Skills Required

retention service

Work Mode

Remote

Job Type

Full Time

Job Description

To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Contact Person Mr. Karan K Siroya Phone :- 9167055316

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Wealth Manager