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Client Engagement Manager
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Urgently Hiring for Relationship Manager ChennaiCompany A full-stack Digital Wealth Management company Work Location Chennai WFO 5 days in a weekKey skills Client acquisition Sales portfolio Management good understanding on Mutual fundsYears of exp 4-10 yrsCore Responsibilities - Engage with the clients regularly and conduct their portfolio reviews - Understand the client s goals aims and aspirations and ensure his investment strategy is aligned with it - Monitor financial market trends to ensure that plans are effective and to identify any necessary updates - Prepare and interpret client information such as investment performance reports financial documents summaries and income projections - Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans - Deep understanding of the financial products mutual funds bonds corporate fixed deposits PMS other wealth services - Handhold clients throughout their investment journey Manage their emotions across different market cycles and help them avoid behavioral mistakes - Be an ally to clients and help them with all their financial needs requirements - Achieve a higher share of wallet from the clients driven solely by happy client experiences - Acquire new clients through referrals from existing clients as well as lead generation and prospecting - Collaborate with cross-functional teams to ensure Voice of the Client is recognized and changes are made internally to accommodate them Perks and benefits Best in the industry ref updazz com
