Alphabet Investment

4 weeks 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

  • Product & Compliance Officer

    2 weeks ago

    Gandhinagar, India Alphabet Investment Full time

    **Job Title**: Compliance & Business Development Officer **Company**: Alphabet Services LLP **Location**: GIFT City, Gandhinagar **Job Type**: Full-Time | On-site **Industry**: Financial Services / Investments **About Us**: Alphabet Services LLP is a financial services firm based in GIFT City, focused on fund distribution, and cross-border financial...