12 Oct
|
Wallet Finserve
|
Ahmedabad
12 Oct
Wallet Finserve
Ahmedabad
- Client Advisory: Meet individual and corporate clients to analyze financial situations and build goal-based financial plans. [1, 2]
- Portfolio Management: Construct, review, monitor, and rebalance diversified investment portfolios aligned with client risk profiles. [1, 2]
- Product Dealings: Manage and advise on mutual funds, portfolio management services (PMS), alternative investment funds (AIF), stock broking, insurance (life, health, general), and loan/bond products. [1, 2, 3]
- Relationship & Growth: Maintain long-term client trust, build local referral networks, and support branch growth. [1, 2]
- Compliance: Ensure adherence to SEBI, AMFI, KYC, and internal regulatory requirements. [1]
📌 Customer Relations Officer (Ahmedabad)
🏢 Wallet Finserve
📍 Ahmedabad