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Job Description
- Knowledge in investment advisory.
- Wealth management consultation.
- Generating Lead
- Meeting Clients
- Selling Investment-related services
- Good English Communication.
- Smart and Presentable.
Job Role
- Doing client meetings anywhere in Mumbai.
- Need to meet clients at the office.
- Giving them presentations related to investments.
- Clients - Portfolio Management.
- Updating and Guiding clients about policies and schemes.
- Solving their queries and providing adequate solutions for the same.
- Providing suggestions and advising them on investment schemes.
- Managing Client Relationships.
- Generating leads from existing clients.
- Getting new client leads.
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About Company
DC Consultants has been established with the sole objective to dedicate itself for quality service in Human Resource Sector.
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