Alphabet Investment Relationship Manager Wealth Management (0 15 Yrs) Ahmedabad/bangalore/gandhinagar/mumbai (bfsi Sales)
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)
updazz .com
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Job Detail
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Job IdJD3255258
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGandhinagar, Gujarat - Ahmedabad, Gujarat, India
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EducationNot mentioned
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ExperienceYear