Client Engagement Manager at upGrad
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Equity Advisory Role - Financial Services (8-14 yrs)
Equity Advisory - Hyderabad (Only from financial services industry)
- Should have Experience in Providing trading advice to clients
- Taking care of financial advisory needs of HNI clients
- Adept at building and maintaining healthy business relations with HNI & Corporate Clients with distinction of advising about wide range of financial products & services
- Responsible for expanding business, maximizing revenue generation & achieving sales targets.
- Coordinate with the Wealth team and ensure all clients acquired from the assigned area, trade actively.
- Responsible for servicing and generating references from the partner Wealth customer base.
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