Address- Client Relationship Management: Managing and nurturing relationships with key clients or investors, which may include high-net-worth individuals, institutions, or organizations
- Account Management: Overseeing and servicing the accounts of key clients, ensuring that their investment needs and objectives are met
- Client Acquisition: Identifying and targeting potential high-value clients or investors and developing strategies to acquire new business
- Portfolio Management: Advising and guiding clients on their investment portfolios, including mutual funds, equities, fixed income, or other financial products managed by the AMC
- Financial Planning: Providing financial and investment planning services to clients to help them achieve their financial goals
- Risk Management: Analyzing and managing investment risks and ensuring that clients have diversified and suitable portfolios
- Market Analysis: Keeping up to date with market trends, economic conditions, and investment opportunities to provide informed advice to clients
- Reporting: Preparing and delivering regular investment performance reports and updates to clients
Skills: Client Acquisition, Portfolio Management, Client Relationship Management, Financial Planning, Account Management, Market Analysis, Reporting, Risk Management
Experience: 5.00-7.00 Years
