HR Business Partner at Valueplus Technologies Pvt. Ltd - AssetPlus
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AssetPlus - Financial Associate - Sales (1-2 yrs)
Key Responsibilities
- Managing existing client portfolios and relationships
- Acquiring new clients through referrals and prospective leads already available
- Creating customized portfolios according to client's goals, risk profile, and investment objectives
- Regularly conducting portfolio review meetings with clients to update them on markets and their investments
- Being the single point of contact for all investment needs of the client
- Generating sales via existing and new clients
Skills :
- An understanding of mutual funds, personal finance, and portfolio management
- Good communication skills and exposure to a client-facing role
- Managed mutual fund portfolios in the past
Experience - 1-2 years
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