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    Wealth Relationship Manager - Mumbai, India - Skillflix Consultancy India Private Limited

    Skillflix Consultancy India Private Limited
    Skillflix Consultancy India Private Limited Mumbai, India

    5 days ago

    Default job background
    Description

    • Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
    • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
    • Daily meetings with clients.
    • Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
    • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth
    • He is also responsible for selling Insurance.
    )


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