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  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Wealth Manager

    Silicon Consultancy

    Vishakhapatnam, Andhra Pradesh

    Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Acquisition & managing High/Ultra High Net Worth customers Cross-sell products and services to both new and as well as existing customers Advising clients on investment products and services like Mutual Funds, Insurance or PMS

  • Acquisition & managing High/Ultra High Net Worth customers Cross-sell products and services to both new and as well as existing customers Advising clients on investment products and services like Mutual Funds, Insurance or PMS

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