Investment Advisor - Wealth Management - HNI/Ultra HNI - Financial Firm

1 Counseling and advising clients for managing their finances and allocating resources productively. 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.