

Search by job, company or skills

The ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
Qualifications
Key Performance Indicators (KPIs)
Contact
HR Bhumika Raikar
9136485074
[Confidential Information]
Job ID: 153633729
Skills:
lead qualification , Aif, financial advisory support, CRM Tools, email communication, Client Management, Customer Interaction, investment products, Equity PMS
Skills:
Outlook, Excel, Ms Office, NSE, Word, Basic knowledge of the Indian Stock Market, Bse, Trading Accounts, Demat Accounts, crm software
Skills:
Knowledge of banking products and services, Problem-Solving Abilities, Communication, Sales and Negotiation Skills, Financial Acumen, Client Relationship Management
Skills:
Loan Portfolio Management, Market and Industry Knowledge, Report Preparation and Presentation, Financial Analysis, Stakeholder Collaboration, Negotiation Skills, Client Relationship Management, Regulatory Compliance, Cross-selling Techniques, Credit Risk Assessment
Skills:
Upselling/Cross-selling, Client Relationship Management, Sales Strategy, Product Knowledge, Business Development