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Portfolio Manager - Bengaluru, India - bizapt
Description
Promote investment plans as a certified financial planner
Assess and Assist customer in choosing the right product.
Coordinate with Sales Manager to schedule appointments.
Customer Interaction and Follow up through e-mail and phone
Handling the incoming inquiries and leads, qualify
Effective use of Social media.
Coordinate with customers for documentation.
rewards and recognition
Performance based incentives