Experience: 1 - 6 Years | Department: Wealth Management
About Alankit
Alankit is a diversified business group with a strong presence in Financial Services, Technology and Digital Solutions, focused on customer excellence, innovation and sustainable growth.
- Build and maintain strong client relationships.
- Acquire recent clients and understand their financial and investment needs.
- Drive business through Mutual Funds, SIPs and Lumpsum investments.
- Manage client portfolios and support AUM growth.
- Offer suitable investment solutions across PMS, AIF, Bonds and NCDs.
- Conduct regular client meetings and portfolio reviews.
- Provide timely and quality client servicing and investment support.
- Identify relevant cross-selling and business opportunities.
- Maintain regular client engagement and follow-ups.
- Achieve assigned sales, AUM and revenue objectives.