Roles And Responsibilities Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cro…
From live job posts on CoreHRx, updated 14 Oct 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.
