Senior Executive - HR at Kunvarji Group
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Kunvarji Group - Executive - Wealth Management (0-3 yrs)
- Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Cultivate and manage relationships to promote cross-selling
- Ensure product documentation including credit facilities is at all times correct and appropriate
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
