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    Technical Regulatory Sr Associate - Cairo, مصر - Viatris Inc egypt

    Viatris Inc egypt
    Viatris Inc egypt Cairo, مصر

    تم العثور عليها في: DrJobEn EG S2 - منذ يومين

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    وصف

    About Company

    Mangala
    Associates is a leading chartered accountancy firm rendering comprehensive professional services which include audit, management consultancy, tax consultancy, accounting services, manpower management, secretarial services etc. summary of what your company does

    Roles and Responsibility




    • Contacting clients and setting up new and review meetings2. Conduct regular review meetings with the clients3. Collection of all relevant data and documents from new clients for preparation of investment plans and executionsof investments and insurances.4. Understanding customer requirement and creation of a comprehensive Financial and investment plan for thecustomer by following our in-house tool, templates and software s5. Making the complete comprehensive financial and investment plan independently6. Initiating Investment plan and documentation of all new clients as per onboarding procedures7. Doing the Risk Profiling, matching risk appetite of all new clients8. Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap forthe customer to achieve his financial goals.9. Giving the financial plan for implementation and assisting in the same10. Attend all client calls, handle all queries and complete any issues or discrepancies in financial and investment planand implementation procedures.11. Doing all research, selecting the right investments products like mutual funds and insurance-related products12. Monitor, Review and track the Investment plan of all the allocated clients and Analyse the customer s currentportfolio and advise clients to switch the non- performing investment option to the performing one13. Record and Send Minutes of the Meeting Report to all the Clients after each Meeting14. Up selling & cross selling of the investment and insurance products as per clients needs and requirements15. Collect references after the review meetings through our comments and testimonials form

      Desired Candidate Profile

      Specify required technical expertise, previous job experience or certification

    Perks and Benefits

    Mention salary details like reimbursement.

    Skills :
    word excel,ms execl, financial market,taxation,,economics knowledge
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