Manpreet Kaur Bains Email and Phone Number

Responsibilities Providing clients with most appropriate product by assessing their Financialobjectives, risk tolerance, time horizon through their FNA (Financial needanalysis ). Contacting clients and setting up meetings, either within an office environment orin clients' homes or business premises. Reviewing and responding to clients changing needs and financial Circumstances. Meeting the regulatory aspects of the role, e.g. requirements for disclosure andcompliance. Achieving client satisfaction and loyalty through excellent service.