Experience

DR FUNDS

• India
• Investment Management
• 1 - 100 Employee

• Wealth Manager

  • Feb 2015 - Present

  To analyse the client's need, their time horizon, and risk appetite. • To advice client (HNI's) on various Investment options (Mutual Funds, Stocks) available in the market and help them to generate a high ROI (Return on Investment) depending on their investment object/goal. • To dissimulate the product information / market information / new product launch to clients. • Update client about the features & benefits of the product, pricing & build a positive brand image. • To achieve the pre – defined targets set by their Reporting heads in terms of Revenue Generation. • Responsible for client acquisition and client retention. • Report daily activities to the reporting head who will in turn evaluate their performance. • Meeting clients in my town and outstation as well. Show less