Wealth Coach - Sales - Bank (2-4 yrs)
- Grow the clusterManage existing relationships.
- These include CXOs and Snr leadership clients.
- Acquire new clients from inbound requests Strategize and work with the marketing team to mine existing portfolio
- Build portfolios aligned to Clients goals.
- Contribute & provide feedback to the marketing team for new campaigns.
-Contribute & provide feedback to the product team for new campaigns.
- Occasionally lead product threads.