Client Solutions Associate - Wealth ManagementSwatantra Wealth • Ahmedabad, Republic Of India, IN
Client Solutions Associate - Wealth Management
Swatantra Wealth • Ahmedabad, Republic Of India, IN
1 day ago
Job description
Key Responsibilities :
a. Handling client queries from onboarding to client reporting.
b. Creating pre-sales and sales pitch decks.
c. Assisting founder in all financial areas.
Note - This job is holistic in nature and needs someone who has a problem solving attitude.
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Associate Wealth Management • Ahmedabad, Republic Of India, IN
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