Founder & CEO at Alphabet Investment
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Alphabet Investment - Relationship Manager - Wealth Management (0-15 yrs)
- 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.