Wealth manager (industry: wealth management); experience: less than 2 years only)
DelhiFinogent Solutions LLP
...asset classes in a Broking / Private Bank / Wealth Management Setup.DUTIES and RESPONSIBILITIES: Managing client relationships and generate AUM from clients. Managing investments of Affluent clients and managing their over all financial portfolio and deepening the wallet from existing clients. Acquisition of HNI clients by [...]
Category Management & Consulting