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Director at Alpha Orion Consultants
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Investment Advisor - Wealth Management - HNI/Ultra HNI - Financial Firm (7-12 yrs)
1. Counseling and advising clients for managing their finances and allocating resources productively1. To deliver on assigned KRA's goals of customer and employee Satisfaction.
2. To manage the team and profit center of the group towards clients acquisition and portfolio management of HNI/ Ultra HNI Clients
3. Procuring the potential clients through networking, database, market analysis, and references.
4. Experience in managing wealth for clients and deriving profits from the investment.
5. Acquiring, developing & managing relationships with HNI & Ultra-HNI clients.
6. Conducting a comprehensive periodical review of client portfolios
7. Reviewed portfolios, conduct analysis and present wealth plans of action on a daily basis.
8. Extended financial planning and wealth management services to mapped clients. Interacted with clients, resolved their queries, and explained complex terminologies to them.
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