Strategic Portfolio Advisor - Karnal - beBeeWealthManagement

    beBeeWealthManagement
    beBeeWealthManagement Karnal

    1 day ago

    Full time Healthcare

    Job title: Relationship Manager

    Description
    Key Responsibilities:
    • Drive sales of equity and mutual fund products to high net worth individuals and retail clients
    • Achieve monthly acquisition and revenue targets through proactive marketing strategies

    Prominent Accountabilities:
    1. Proactively promote demat and trading accounts to existing customers
    2. Analyze market trends, competitor activity, and client preferences to advise on tailored equity and mutual fund portfolios
    ,

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Karnāl