Key Responsibilities
1. Client Relationship Management:
- Build, nurture, and strengthen relationships with existing and prospective clients.
- Act as the primary point of contact for client inquiries, ensuring prompt and effective resolution of issues.
2. Investment Recommendations:
- Assess clients’ financial goals and risk appetite to provide tailored investment solutions.
- Conduct Portfolio reviews for clients taking into consideration current economic scenario, client risk profile and rebalancing portfolio as per asset allocation requirements.
- Present and explain Alphabet Investment’s products and services, including equities, mutual funds, and portfolio management services, alternate investment funds and multiple opportunities of investing in US$ as well.
3. Business Development:
- Identify opportunities to expand the client base through referrals, networking, and market outreach.
- Develop and implement strategies to meet or exceed sales targets and business objectives.
4. Market Insights and Reporting:
- Stay updated on market trends, investment products, and regulatory changes.
- Provide clients with periodic performance updates and investment advice.
- Prepare financial plans for clients to take them to a goal based approach for their investment.
5. Compliance and Documentation:
- Ensure adherence to all regulatory requirements and internal processes.
- Maintain accurate and up-to-date client records.· On boarding of new funds through acquisition of new preferred HNI / Ultra HNI Clients.
- Preparing MIS and creating relevant reports.
Qualifications and Skills
1. Educational Background:
- Bachelor’s / Master's degree in Finance, Economics, Business Administration, or related field (MBA preferred).
- Certifications such as CA, CFA, CFP, or NISM certifications are an advantage.
2. Experience:
- 2+ years of experience in relationship management, investment advisory, or financial services. (preferred)
- Knowledge on Mutual Funds, PMS, AIF, Structured products will be preferred
- Proven track record of achieving sales and client satisfaction targets.
3. Key Skills:
- Excellent communication, presentation and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Candidate must be a team player and work well in a collaborative environment
- Good knowledge of MS Word, Excel & Powerpoint are desirable.
- Proficiency in financial products and investment instruments.
- Customer-focused approach with a passion for delivering value and ability to get things done in a dynamic and fast paced environment.
- Candidate must be a self-starter and have the ability to think out-of-the-box
- Strong commitment to continuous professional development and improvement of oneself
Job Types: Full-time, Permanent, Fresher
Pay: ₹15,000.00 - ₹50,000.00 per month
Benefits:
- Cell phone reimbursement
- Paid sick time
- Paid time off
Education:
Experience:
- total work: 2 years (Preferred)
Work Location: In person
