Rightmatch Hr Services Reviews by Employees

- Primarily responsible to shape investment strategies, drive business growth and ensure exceptional service delivery to privileged clients Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory etc. - Contact prospective clients to present information and explain our products and anticipated returns. - Provide a genuine advisory approach with highest level of customer obsession, thereby becoming the first point of contact for any investment needs. - Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions. - Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships, by regular face-to-face meetings. - Assess client's risk and return aspirations and deliver a tailored portfolio of products. - Engage in periodical competitor mapping and suggest product and business team to track market developments. - Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions. - Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team. - Stay up-to-date with market trends, economic indicators and relevant financial news to inform regarding investment decisions. - Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliance.

Mumbai

Head - Private Client Group - Financial House 

Job Description for Head - Private Client Group - Financial House  in Right Match HR Services Pvt Ltd in  Mumbai for (15-20) years of experience. Apply Now!