Relationship manager wealth management - fresher
VadodaraUpperCrust Wealth Pvt.Ltd
...suggest rebalancing if necessary.2.Business Development:oIdentify new business opportunities and expand the client base.oEngage in active lead generation and networking to secure new clients and assets.oConduct financial needs analysis and propose solutions tailored to clients financial aspirations.oDrive number of wealth [...]
Category Customer Services & Call Centre
30+ days ago in Internshala