Wealth manager
KeralaStar Union Dai-ichi Life Insurance Company Limited
...a deep understanding of wealth management products.Key Functional Responsibilities:Client Acquisition & Relationship Management Identify, acquire, and manage relationships across Retail, HNI, and UHNI client segments. Conduct in-depth financial profiling to understand client needs and goals. Maintain high levels of client [...]
Category Management & Consulting
29 days ago in Internshala