Description
- Conduct meetings with clients and pitching the Financial Planning and Advisory propositions
- Creating and presenting the plans basis clients information
- Co-ordinating with clients for data gathering, documentation and resource enabling the creation of financial plan
- Following up post planning for investment execution using Wealth Advisory service - generating revenues by aligning appropriate financial instruments to meet client’s financial goals
- Managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely review and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation through after-sales service and client outreach
- Acquiring new clients through referrals and innovative marketing initiatives
- Staying updated with latest trends on financial products (Mutual Funds, Insurance, Bonds and so on)
- Representing the organization in public and corporate-sponsored events, if required