Company: MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Location: Mumbai, Maharashtra
Created: 2025-12-15
Job Type: Full Time
Job Description:
Hiring for Wealth RMThe Corporate : A very old , well respected broking house with Retail and Institutional Equity and Wealth Business.MumbaiJobsExperience : 3 years plus in B2C Wealth SalesMandatory to have:A Flair for SalesAn intention to build wealth for the customersGood Knowledge in MFJob Description:Client Acquisition and Sales: Identify and acquire new retail clients through proactive outreach, referrals, and digital lead generationRelationship Management: Build and maintain long-term relationships with clients via regular follow-ups, portfolio reviews, and personalized investment updates to ensure retention and upsell opportunities