Client Portfolio Manager

Hiring

for Wealth RM The Corporate : A very old, well respected broking house with Retail and Institutional Equity and Wealth Business.

MumbaiJobs

Experience : 3 years plus in

B2C

Wealth Sales

Mandatory to have: A Flair for Sales An intention to build wealth for the customers Good Knowledge in

MF

Job Description: Client Acquisition and Sales: Identify and acquire new retail clients through proactive outreach, referrals, and digital lead generation Relationship 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