Client Relationship Executive - New Delhi, India - Panorama India Consulting Group

Panorama India Consulting Group

Verified Company

New Delhi, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Job Profile: 1. Contacting clients and setting up new and review meetings 2. Conduct regular review meeting with the clients 3.

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 5.

Making the complete comprehensive financial and investment plan independently 6. Initiating Investment plan and documentation of all new clients as per onboarding procedures 7. Doing the Risk Profiling, matching risk appetite of all new clients 8. 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. 9. Giving the financial plan for implementation and assisting in the same 10.

Attend all client calls, handle all queries and complete any issues or discrepancies in financial and investment plan and implementation procedures.

11. Doing all research, selecting the right investments products like mutual funds (D) and insurance-related products 12. 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

Job Types:
Full-time, Regular / Permanent

Salary:
₹15, ₹20,000.00 per month

Benefits: