Vacancy for Alphabet Investment – Relationship Manager – Wealth Management at Alphabet Investment – Bengaluru North, Karnataka, India

• On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients.
• To provide exceptional service to existing clients, deepening relationships and investments from them.
• Acquiring new clients through multiple channels like e-mail marketing, networking, IAP’s and calling
• Prepare financial plans for clients to take them to a goal based approach for their investment.
• Conduct Portfolio reviews for clients taking into consideration current economic scenario, client risk profile and rebalancing portfolio as per asset allocation requirements.
• Preparing MIS and creating relevant reports.

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