New
Job Preference:
QUALIFICATION GUIDELINES:EDUCATION: Postgraduate with finance background.
Qualification:
Any Post Graduate, MBAJob Description:
JOB DESCRIPTION :
- Drive Client Acquisition and Relationship management.
- Drive the delivery of advisory services to clients through high level of engagement and services driven by the values and ethos of the organization and ensure that advisory is carried out based on the intelligence and products recommended by the organization.
PRINCIPAL RESPONSIBILITIES:
- Prospecting – Maintain active list of prospects and keep strong engagement to convert them to client.
- Client Management – Ensuring high level of engagement and services to the client driven by relationship approach to build trust relation based.
- Client Advisory & Reviews – Drive strong understanding of client needs to ensure creating the right proposal for the client in consultation with the Ideation & Advisory Team. Also drive periodic reviews to ensure that there is delivery of solution driven by client need.
- Maintain high level of Client Centricity and drive advisory driven by strong ethos and principles of the organization.
- Maintain High Level of Client Service by driving proper coordination between client and operation & service team.
- Keep abreast with market developments and events to ensure that risk management is done to limit clients from suffering losses due to risks by ensuring timely action.
Skills:
SPECIAL KNOWLEDGE:- Strong knowledge and understanding of Financial, Real Estate & Commodity Market.
- Experience in handling HNIs & UHNIs in previous roles SPECIAL SKILLS (Managerial/Behavioral):
- Good Communication Skills • Adept at preparing and making presentation • Organized, Methodical, Proactive
- Ownership & Go Getter