Working with a core team of experienced investment professionals, actively monitor and advise clients on market developments, new products and the performance of their portfolios
Managing and growing existing clients relationship effectively
Ensuring compliance with statutory requirements laid by acts governing banking regulations
Updating all Sales MIS (Calls, Prospects, Business done etc.) using Business Intelligence Systems
Investment / Portfolio Management:
Reviewing and monitoring client鈥檚 financial progress & portfolio performance for securing high ROI & increasing retention levels by deciding the right asset allocation to achieve the specific financial goals
Advising comprehens...
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