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HR at Prospurts
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Investment Advisor/Senior Manager/Senior Relationship Manager - Client Advisory/Wealth Advisory (1-10 yrs)
- Develop relationships with clients and do meetings with them to manage the overall portfolio.
- Monitoring current investments of the client's and give advice based on client requirements.
- Liaison with research team on mutual funds and other products to understand the product thoroughly and advice the client on the same
- Connect with existing and new clients for periodic review and suggest the new investments to be done.
- Pitch new products and cross sell different offerings which the company is into.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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