Altport Experts

Designation :- Wealth Manager /Relationship Manager Job location :- Nashik Key Responsibilities: • Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients. • Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products. • Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance. • Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process. • Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions. • Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns. • Identify and pursue new business opportunities to expand the client base. • Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information. • Collaborate with internal teams to ensure seamless service delivery and client satisfaction. • Prepare and present detailed investment reports and performance updates to clients. • Ensure compliance with all regulatory requirements and company policies Qualifications: •Bachelor's degree in Finance, Economics, Business Administration, or a related field. •CFA, CFP, or other relevant certifications are highly desirable. •Minimum of 4 to 15 years of experience in wealth management, financial planning, or a related field. •Strong knowledge of investment products, financial markets, and regulatory requirements. • Excellent communication, presentation, and interpersonal skills. •Ability to build and maintain long-term client relationships. •Strong analytical and problem-solving abilities. •Proficiency in financial planning software and Microsoft Office Suite If any interested Candidate send CV pranali@altportfunds.com 8855048871