Alphabet Investment

2 days ago

Gandhinagar Gujarat Ahmedabad Gujarat, India Alphabet Investment Full time

Specific Responsibilities - 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 ref updazz com

  • Principal Officer

    1 week ago

    Gandhinagar, India Alphabet Investment Full time

    We at Alphabet Investment, are looking for a dedicated individual. The ideal individual must be able to interact with clients and possess knowledge of the financial markets. The individual must be excited to work with a Wealth Management firm while always keeping the needs of the client first. 1. Maintain Client Confidentiality 2. Making and receiving...