Client Relationship Executive

Job Description

Contacting clients and setting up new and review meetings Conduct regular review meeting with the clients Collection of all relevant data and documents from new clients for preparation of investment plans and executions of investments and insurances. Understanding customer requirement and creation of a comprehensive Financial and investment plan for the customer by following our in-house tool, templates and software’s Making the complete comprehensive financial and investment plan independently Initiating Investment plan and documentation of all new clients as per onboarding procedures Doing the Risk Profiling, matching risk appetite of all new clients Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals. Giving the financial plan for implementation and assisting in the same Attend all client calls, handle all queries and complete any issues or discrepancies in financial and investment plan and implementation procedures. Doing all research, selecting the right investments products like mutual funds (D) and insurance-related products Monitor, Review and track the Investment plan of all the allocated clients and Analyse the customer’s current portfolio and advise clients to switch the non- performing investment option to the performing one Record and Send Minutes of the Meeting Report to all the Clients after each Meeting Up selling & cross selling of the investment and insurance products as per clients needs and requirements Collect references after the review meetings through our comments and testimonials form