● Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences. ● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards. ● Provide transparent and easy-to-understand guidance on investment concepts and strategies. ● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances. ● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines. ● Build and maintain strong, long-term relationships with clients. ● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development
📌 Virtual Relationship Manager - Wealth (Chennai)
🏢 Wealth India Financial Services
📍 Chennai
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