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Alphabet Investment - Relationship Manager - Wealth Management (0-15 Yrs) Ahmedabad/Bangalore/Gandhinagar/Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience Fresher
Job Description
Specific Responsibilities:- On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients.- To provide exceptional service to existing clients, deepening relationships and investments from them.- Acquiring new clients through multiple channels like e-mail marketing, networking, IAP s and calling- Prepare financial plans for clients to take them to a goal based approach for their investment.- Conduct Portfolio reviews for clients taking into consideration current economic scenario, client risk profile and rebalancing portfolio as per asset allocation requirements.- Preparing MIS and creating relevant reports. (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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