Principal Consultant at Rekrutindia
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Relationship Manager - Digital Wealth - Bank (2-8 yrs)
MNC Bank-Digital Wealth RM-Gurgaon-Diversity Hiring
1) Provide investment management and financial planning to high net worth and affluent individuals linked to their respective wealth accounts over the call .
2) Advice financial solutions to clients according to their risk profile, long and short term financial goals
3) Analyze and review portfolios periodically to deliver an absolute performance within the risk and return range decided upon with the clients
4) Prepare capital advisors, pitch books and meeting materials for client meetings