Relationship Management Intern
The selected intern(s) will work on following during the internship:
1. Meeting set of existing clients to review their portfolio.
2. Handling service request of all clients and fulfilling them to satisfaction.
3. Updating clients on new products and offerings.
4. Creating opportunities of cross sell through excellent service delivery.
5. Generating new referrals from existing set of clients.
6. Doing regular review of client’s investment portfolio.
7. Acquisition of new clients.
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 rebalancing.