Job Descriptions:
• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with channels and clients.
• End to end client relationship management and creating his/her own pipeline of clients.
• Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place.
• Initiating contact with potential customers for developing leads, direct sales cross selling financial products.
• Resolving of escalated grievances and queries of individual and corporate clients on a day- today basis.
• Developing the satisfaction level of customers by rendering services beyond excellence in order to optimize a high percentage of customer satisfaction and retention.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Understands clients risk profile and maximizes the – risk vs. reward- balance for individual clients by optimizing product mix.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
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