Wealth officer - financial products
AhmedabadOcean Finvest
...pipeline of prospects through networking, referrals, and proactive market outreach.Sales & AdvisoryPitch and sell a diverse portfolio of financial products: Mutual Funds, Equity, Bonds, and Insurance.Deliver tailored investment solutions aligned with client needs, goals, and risk appetite.Consistently achieve monthly and [...]
Category Education, Training, & Library