Junior Wealth Management Executive In Cochin In The Money
In The Money
Office Location
Full Time
Experience: 1 - 1 years required
Pay:
Salary Information not included
Type: Full Time
Location: Kerala
Skills: Relationship management, Investment Management, Wealth management, Financial planning, Crossselling, Advisory Products
About In The Money
Job Description
Key Responsibilities Manage relationships of an existing portfolio of clients to up-sell and cross-sell various advisory products with the main focus on acquiring new customers Handle and manage clients for all sorts of investment needs Generating cross-sell revenue and doing 360-degree financial planning by wealth management About Company: We are working as a wealth advisory firm, especially in mutual funds and other financial services. Apart from goal planning, we offer financial planning, etc.,