Wealth manager (industry: wealth management); experience: less than 2 years only)
DelhiFinogent Solutions LLP
...TAT specified. Ensuring need based product approach towards clients and regular reporting of product penetration. Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling).KEY SKILLS: Ability to manage relationships to [...]
Category Management & Consulting