Financial Advisor Bluechip Corporate Investment Centre Pvt Ltd
Chennai
06.2004 - 07.2005
Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
Developed financial plans and strategies tailored to clients' individual needs.
Identified new business opportunities through networking events or referrals from existing clients.
Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Ensured compliance with regulatory requirements and adherence to industry best practices.
Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
Coordinated and participated in group presentations on financial services to attract new clients.
Recommended strategies to clients to help achieve financial goals.
Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
Show Description