Relationship Executive - New Delhi, India - Mentorsity

Mentorsity

Verified Company

New Delhi, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Responsibilities:
Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients' concerns.

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Creating financial plans to help clients achieve their longterm and shortterm financial goals.
Contacting clients regularly to discover changes in their financial lives and update their portfolios
Soliciting new clients through referrals and other business development activities
Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.

Job Types:
Full-time, Regular / Permanent

Salary:
₹300, ₹600,000.00 per year

Schedule: