Bonanza
Wealth Manager
₹ Check with seller / month
✓ Actively Hiring
📍 Rajethan
💼 Full Time
🛡️ Verified Listing
⚡ Direct Apply — No Agent
🔒 Your Data is Safe
⭐ Trusted by 5 Lakh+ Jobseekers
Job at a Glance
- Category
- Marketing Executive
- Location
- Rajethan, Jaypur , India
- Salary
- Check with seller
- Job Type
- Full Time
- Company
- Bonanza
- Status
- Open & Active
Job Description
Job description:
• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and...
• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and...
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