Wealth manager (industry: wealth management); experience: less than 2 years only)
DelhiFinogent Solutions LLP
...through weekly / monthly calls, telephonic as well as onsite personal sales meet as required. Resolution of queries of all mapped clients within 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 [...]
Category Management & Consulting