Client Relationship ....
Client Relationship Executive
Posted on :
11-02-2023
Employer Active
3 Vacancies
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Job Description
Req ID : 1910182
About Company
Mangala Associatesis a leading chartered accountancy firm rendering comprehensive professional services which include audit, management consultancy, tax consultancy, accounting services, manpower management, secretarial services etc. summary of what your company does
Roles and Responsibility
1. Contacting clients and setting up new and review meetings
2. Conduct regular review meetings with the clients
3. Collection of all relevant data and documents from new clients for preparation of investment plans and executions
of investments and insurances.
4. Understanding customer requirement and creation of a comprehensive Financial and investment plan for the
customer by following our in-house tool, templates and software s
5. Making the complete comprehensive financial and investment plan independently
6. Initiating Investment plan and documentation of all new clients as per onboarding procedures
7. Doing the Risk Profiling, matching risk appetite of all new clients
8. Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for
the customer to achieve his financial goals.
9. Giving the financial plan for implementation and assisting in the same
10. Attend all client calls, handle all queries and complete any issues or discrepancies in financial and investment plan
and implementation procedures.
11. Doing all research, selecting the right investments products like mutual funds and insurance-related products
12. Monitor, Review and track the Investment plan of all the allocated clients and Analyse the customer s current
portfolio and advise clients to switch the non- performing investment option to the performing one
13. Record and Send Minutes of the Meeting Report to all the Clients after each Meeting
14. Up selling & cross selling of the investment and insurance products as per clients needs and requirements
15. Collect references after the review meetings through our comments and testimonials form
Desired Candidate Profile
Specify required technical expertise, previous job experience or certification
Perks and Benefits
Mention salary details like reimbursement.
Skills : word excel,ms execl, financial market,taxation,,economics knowledge
Employment Type
Full Time
Key Skills
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