Existing Client Relationship Management- Manage and review existing client investment portfolios - Conduct portfolio analysis and make necessary adjustments - Drive additional business from existing clients across financial services including Mutual Funds Stocks Loans Insurance General Term Estate Planning and Tax Planning - Create and enforce financial goal plans to meet clients long-term objectives New Client Acquisition Relationship Management- Acquire new clients through - Financial Awareness Programs- Referrals from existing clients- Social media leads- Internal acquisition team leads- Other external sources- Conduct financial planning and analysis for new clients - Build long-term relationships through periodic portfolio reviews market discussions and product recommendations ref updazz com .
