• Use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.
• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
• Organizing customer meets / workshops involving presentations in corporates.
• Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors.
• Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Insurance, Real estate, etc).
• Co-owning the AUM and Revenue targets of the company.
• Coordinating with multiple teams to ensure implementation of investments plan.
• Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls.
• Resolution of queries for all managed clients.
• Confidence and Presentation skills.
• Understanding and interest in financial / banking products and markets.
• Ability to analyze and research information.
• Ability to explain complex information clearly
Exp:- 2-6yrs (IMMEDIATE JOINER)
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