Senior wealth manager
BangaloreMotilal Oswal Financial Services Limited
...ensure exceptional customer satisfaction.Key Responsibilities1.Client Acquisition:Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.2.Portfolio Management:Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and [...]
Category Management & Consulting