Investment Advisor / Relationship Manager

Care Wealth management Service

0 to 4 yrs. Ahmedabad
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Posted on 26 Feb 2019

Job Description

Work as a personal financial advisor representing the company dealing in various products like mutual fund, equity, life insurance and all other financial products of the company. 2. To identify clients, understand their current needs and help them in financial advisory. 3. Advising retail / HNI / Ultra - HNI clients on creating a goal based financial plan. 4. Create relationships with the existing clients by becoming one point of contact for all advisory needs. 5. Conduct lead generation by direct mail, phone calls, internal sources and personal networking. 6. Continuous engagement with clients by regular phone calls and personal meeting. 7. Providing excellent service and query resolution for the clients. Overall customer satisfaction.8. Ability to move on field.


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