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Finance Executive

My Money Managment
Freshers
Mumbai(Santacruz East )
Job is expired
Posted on 09 Apr 19
Job DescriptionLast Date 08 Jun 19
• Meeting set of existing clients to review their portfolio
• Handling service request of all clients and fulfilling them to satisfaction.
• Doing regular review of client’s investment portfolio.
• Updating clients on new products and offerings.
• Creating opportunities of cross sell through excellent service delivery.
• Generating new referrals from existing set of clients.
• Acquisition of new clients.

Job Role

Job Type

Interview Type

Face to Face Interview

Company Description
We are financial architects who support our clients in meeting their short and long term financial goals, continuity of income and legacy planning. We follow a unique process of understanding your relationship with money and support you to fulfill your financial dreams. Our process of financial planning involves using the art of asset allocation & portfolio re balancing.
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