Relationship manager wealth management - fresher
VadodaraUpperCrust Wealth Pvt.Ltd
...Advisory:oProvide sound investment advice based on market trends, client goals, and risk profiles.oOffer timely updates and insights on the market, investment strategies, and portfolio performance.oAdvise clients on asset allocation and diversification, ensuring portfolio optimization.4.Compliance and Risk Management:oEnsure [...]
Category Customer Services & Call Centre
30+ days ago in Internshala