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11/05 Pratik
Founder & CEO at Alphabet Investment

Views:130 Applications:51 Rec. Actions:Recruiter Actions:11

Alphabet Investment - Relationship Manager - Wealth Management (0-15 yrs)

Ahmedabad/Bangalore/Gandhinagar/Mumbai Job Code: 212671

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.

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