Alphabet Investment

2 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

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    Gandhinagar, India Alphabet Investment Full time

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    1 week ago

    Gandhinagar, India Alphabet Services LLP Full time

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