Wealth Portfolio Consultant

About this role

What You’ll Be Doing Engage customers mainly through tele-consulting, along with in-person and virtual interactions to existing customers. Convert warm and cold leads into advisory appointments through structured tele-consulting. Proactively identify, engage and develop new customer relationships th

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• Banking and Finance
• Financial and Investment Planning
• Supporting Marketing Activities
• Direct Customer Interaction
• Developing Relationships With Customers

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