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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Recruitment Services |
Functional Area | General / Other Software |
EmploymentType | Full-time |
Job Role To ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on clients profitabilityTo have clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/ stock calls initiatedTo assist in new client acquisition, building new relationships and increasing depth in existing relationshipsKeep abreast of the market news, financial trends and current affairsTo attend post result concals, analyst meets for improved client servicing.RequirementsGraduate / Post graduate with 2 4 yrs experience.Should have good communication & presentation skills.Should be a self - starter, proactive & target oriented.Should possess strong communication skills.Should NISM/ NCFM certificate necessary.,
Keyskills :
mis customerservice documentation finance insurance clientservicing clientacquisition risk ncfm mining servicing management presentation communication ewclientacquisition ex reach analysis investment SoftwareIndustry