Description
Client Relationship Management:
- Client Acquisition.
- Build and maintain strong relationships with a base of clients.
- Conduct in-depth consultations to understand the client's financial goals, risk
- tolerance, and investment time horizon.
Financial Planning & Analysis:
- Analyze client's financial situation, including income, expenses, and existing
- investments.
- Develop comprehensive financial plans tailored to individual needs and goals.
Investment Strategy & Portfolio Management:
- Recommend suitable mutual funds based on client's risk profile and investment
- objectives.
- Design and manage diversified investment portfolios to optimize returns and
- minimize risk.
- Continuously monitor portfolio performance and make adjustments as needed.
Market Research & Education:
- Stay informed about current market trends and economic conditions.
- Conduct thorough research on various mutual funds and investment options.
- Educate clients about investment products and the financial markets.