Business Clients Credit Advisor, As

Akamai

New Delhi, India
6+ years in wealth management
Strong investment knowledge
B2c client acquisition experience
This role involves acquiring B2C clientele and building a portfolio

Job Summary

  • This role involves acquiring B2C clientele and building a portfolio.
  • You will ensure consistent growth of Investment AUM and CASA portfolio.
  • The company promotes a culture of continuous learning and collaboration.

Matching Summary

This role involves acquiring B2C clientele and building a portfolio.

Skills & Requirements

Must-have

  • 6+ years in wealth management
  • Strong investment knowledge
  • B2C client acquisition experience

Nice-to-have

  • Team handling experience
  • Excellent service delivery skills
  • Ability to build client relationships

Key Requirements

  • 6+ years of experience
  • Good knowledge about investments

Work Rights

Not specified

Tailored Resume

Cover Letter