Vedant Finserv
Navi Mumbai, Maharashtra

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1 Vedant Finserv Jobs and Careers

Client Relationship Partner

Vedant Finserv

  • 2 - 8 yrs
  • Navi Mumbai
Wealth Manager Client Relationship HNI Client Handling Insurance Sales Mutual Funds
Manage client portfolios & relationshipsEnsure exceptional service deliveryMaintain high net worth service standards Develop comprehensive financial plans and budgets tailored to clients' goals. Periodically review client portfolios
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