Job Description
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Affluent & Super Affluent Client segment in the market for new client acquisition - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- Should be from insurance industry (ref: updazz.com
💡 Quick Summary
Seeking a career-building opportunity? The Agency Development Manager | Sales | Bank position is now open for candidates interested in the Bank Jobs sector. This role in navi mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
