Alphabet Investment - Relationship Manager - Wealth Management
Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 2 years ago
4-8 years
Mumbai, Maharashtra, India
Work From Office
Posted: 2 years ago
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Applicants: 92+
Job Description
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Job Description
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, IAPs 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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Skills
InvestmentNetworkingWealth ManagementMarketingAcquisitionAsset AllocationInvestmentsPortfolioManagerFinancialManagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
13 Apr 24, 02:43 PM IST
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