Scope of the Role
You will be responsible to manage the customers and advise them to achieve their financial needs and objectives. You will also be responsible for monitoring the performance of their portfolios and providing timely updates.
Job Description
- Develop and maintain relationships with clients to ensure their satisfaction with the services provided
- Analyze client portfolios and recommend appropriate investment strategies
- Monitor market trends and provide timely advice to clients
- Prepare and present portfolio performance reports to clients
- Assist clients in setting financial goals and developing investment plans
- Research and recommend new products and services to clients
- Negotiate terms and conditions of investments with clients
- Develop and implement marketing strategies to attract new clients
- Monitor client portfolios and make adjustments as needed
- Stay up-to-date on industry trends and developments
Ideal Candidates
An Ideal candidate should have a proper knowledge on the position and the customers which you are going to dealing with. Apart from the clients provided from the bank also conduct a area mapping to exactly know the financial needs of the customers. experience in handling portfolio and acquisition will the best fitment for this role.