SAVE Wealth RM
Published date: 2024/01/10
- Location: Kolkata, West Bengal, India
The Relationship Manager will be Responsible for Acquiring Preferred clients
(HNI/Ultra HNI)
Finding Potential Clients through different channels (Lead support system,
Marketing activities, Own data base, Referral ) and Manage existing client
Base .
Taking Appointments amp; meeting the clients on daily basis .
Educating and guiding clients on different investment opportunities like Mutual
Fund, Insurance etc.
Generating , Identifying , Analysing individuals financial goals through
Financial Assessment tool and execute the same by providing unbiased
solutions.
Review Clients portfolio and keep them updated
Advising Affluent/Ultra Affluent clients on their Investments and managing
their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update themselves on available investment
opportunities/financial market trend to determine whether they fit into clients
portfolios.
Fulfilling the compliance standards in Financial Planning, Asset Allocation and
Product Sales and managing Delinquencies by ensuring proper Sales
Process
This job is provided by Shine.com
(HNI/Ultra HNI)
Finding Potential Clients through different channels (Lead support system,
Marketing activities, Own data base, Referral ) and Manage existing client
Base .
Taking Appointments amp; meeting the clients on daily basis .
Educating and guiding clients on different investment opportunities like Mutual
Fund, Insurance etc.
Generating , Identifying , Analysing individuals financial goals through
Financial Assessment tool and execute the same by providing unbiased
solutions.
Review Clients portfolio and keep them updated
Advising Affluent/Ultra Affluent clients on their Investments and managing
their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update themselves on available investment
opportunities/financial market trend to determine whether they fit into clients
portfolios.
Fulfilling the compliance standards in Financial Planning, Asset Allocation and
Product Sales and managing Delinquencies by ensuring proper Sales
Process
This job is provided by Shine.com
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