Talent Acquisition Executive at Veerwal Getwork Services Pvt Ltd
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Relationship Manager - Sales - Investment Product (1-10 yrs)
Client Relationship Management:
- Build and maintain strong relationships with existing clients.
- Identify and acquire new clients through referrals, networking, and other business development activities.
- Understand clients' financial goals, risk tolerance, and investment preferences.
- Assess clients' financial situations and provide personalized investment and wealth management advice.
- Recommend suitable investment products and strategies to help clients achieve their financial objectives.
- Keep clients informed about market trends, economic developments, and investment opportunities.
Portfolio Management:
- Construct and manage investment portfolios based on clients' objectives and risk profiles.
- Monitor and review clients' portfolios regularly, making necessary adjustments to optimize performance.
- Ensure compliance with regulatory guidelines and company policies.
Product Knowledge.
- Educate clients about the features and benefits of various financial products, including equities, mutual funds,fixed income, and alternative investments.
Sales and Revenue Generation:
- Achieve and exceed sales targets and revenue goals set by the company.
- Cross-sell financial products and services to maximize client value.
Documentation and Compliance:
- Ensure all client documentation and account records are accurate and up-to-date.
- Adhere to all regulatory and compliance requirements
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