Main Accountabilities

Client Portfolio Management:

Digital Engagement:

Utilize digital channels such as video calls, chat, and email to engage with clients.
Provide advisory services on securities investments.

Client Acquisition:

Portfolio Reviews:

Digital Tools Utilization:

Leverage digital tools and platforms for client interactions and account management.
Stay updated on digital advancements in the securities industry.

Cross-Selling:

Identify opportunities to cross-sell other relevant financial products and services.
Collaborate with product specialists for client needs.

Client Education:

Compliance and Risk Management:

Performance Tracking:

Track and report on key performance indicators (KPIs) related to client engagement and business growth.

Customer Feedback:

Collect and analyze customer feedback to improve digital services and offerings.
Address client inquiries and concerns promptly.

ERM - Digital Wealth - Sales - Mumbai - Vikhroli