Wealth manager (industry: wealth management); experience: less than 2 years only)
DelhiFinogent Solutions LLP
...potential clients through networking, database, market analysis and references. Generating cross-sell revenue and doing GAP ANALYSIS. Liaison with operations team to resolve queries and revenue generation. Comply with organizational guidelines and norms. Achievement of product-wise targets. Formulate outbound and inbound sales [...]
Category Management & Consulting