CEO at Alpha Orion Consultants
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Investment Advisor - Wealth Management - HNI/UHNI (8-15 yrs)
- Counseling and advising clients for managing their finances and allocating resources productively
- To deliver on assigned KRA's goals of customer and employee Satisfaction.
- To manage the team and profit center of the group towards clients acquisition and portfolio management of HNI/ Ultra HNI Clients
- Procuring the potential clients through networking, database, market analysis, and references.
- Experience in managing wealth for clients and deriving profits from the investment.
- Acquiring, developing & managing relationships with HNI & Ultra-HNI clients.
- Conducting a comprehensive periodical review of client portfolios
- Reviewed portfolios, conduct analysis and present wealth plans of action on a daily basis.
- Extended financial planning and wealth management services to mapped clients. Interacted with clients, resolved their queries, and explained complex terminologies to them.
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