Job Description

Existing Client Relationship Management- Manage and review existing client investment portfolios.- Conduct portfolio analysis and make necessary adjustments.- Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.- Create and enforce financial goal plans to meet clients' long-term objectives.New Client Acquisition & Relationship Management- Acquire new clients through:- Financial Awareness Programs- Referrals from existing clients- Social media leads- Internal acquisition team leads- Other external sources- Conduct financial planning and analysis for new clients.- Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations. (ref:updazz.com)

Skills Required