Posted By
Posted in
Sales & Marketing
Job Code
1318979
- To Develop & Manage Client relationships in order to enhance and acquire more AUM. Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.
- Review/Service portfolio to create a wow experience for clients.
- On board new relationships -Clients acquisition.
- Conduct Marketing activities to increase no of clients managed.
- Learn new skills and knowledge to service clients better.
- To maintain full ethics in providing services and analysis.
- Work closely with the product teams for delivering specialized advice.
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Posted By
Posted in
Sales & Marketing
Job Code
1318979