Certified Financial Goal Planner (Cfgp)
CurrentWealthX Capital is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing… Show more WealthX Capital is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing financial portfolio to the company.Maintain relationship with the existing clients and serving them for their continued financial needs and keep them updated with their current status & solve their queries.Manage sales team, groom teammates and help them to excel their capabilities while achieving your personal as well as team target.website: http://www.wealthxcapital.comEmail: rikshit@wealthxcapital.com Show less