Manager Segments Wealth Mumbai Lodha (i Think Techno Campus) Mm
Job Description
Responsible for all customer segment group research including extracting customer data and analyzing profiles to determine market segment requirements. Develops targeted product offerings or marketing campaigns based on customer profiles. 1.Manages client assets according to investment preferences and goals. 2.Meets with clients to assess asset status, needs, risks, goals and progress. 3.Prepares financial statements, business activity reports and forecasts. 4.Develops, organizes and maintains client portfolio MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified
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Job Detail
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Job IdJD3093429
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationThane, Maharashtra, India
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EducationNot mentioned
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ExperienceYear