08 Oct
|
Finoviser Financial Services
|
Navi Mumbai
08 Oct
Finoviser Financial Services
Navi Mumbai
Analyse client’s financial status (e.g., income, expenses and liabilities)
Examine and suggest financial prospects (e.g., insurance plans, investment strategies)
Develop sound financial plan and budgets for clients according to their changing needs.
Help clients implement their plans and carry out transactions.
Present and sell suitable financial products and services.
Build solid relationships to retain existing clients.
Maintain updated knowledge of regulations, practices and financial products.
Ability to do gap analysis and designing counter action plan (if needed)
Periodic review with the client on his report as per set plan
Portfolio rebalancing
Skills:- Customer Relationship Management (CRM)
📌 Portfolio Manager Navi Mumbai
🏢 Finoviser Financial Services
📍 Navi Mumbai