• Mumbai City
  • Save Job
  • 10 - 20 Years
  • Posted : above 1 month

Job Description:

To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
To understand clients needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
To contact clients periodically and determine if they are satisfied with the service and returns generated Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients
To build and maintain client bases, along with relevant comments/remarks for future reference
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats,

Profile Summary:

Employment Type : Full Time
Industry : Recruitment Services
Salary : Not Disclosed
Deadline : 10th May 2020

Key Skills:

Taking these free online tutorials can help you get your next job

People who search this job also searched for the following Keywords

Sourced**

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status