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Wealth Manager

  • Full Time
  • Anywhere

DC Consultants

DC Consultants — Navi Mumbai, Maharashtra

Job Description: Job Responsibilities: Customer Profiling Consultation related to wealth management Client interaction References from existing clients to acquire new clients Updating clients on market Giving the proper information to clients of a transaction at a specific interval. Strive towards achieving an individual goal and thereby the branch and organizational goals. Desired Candidate Profi…

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