Job Role

• Manage client servicing of HNI and Ultra-HNI clients.
• Manage client servicing for Sales & Dealing teams.
• Effective Interfacing with operations team, Legal, Compliance, accounts team, AMCs, RTA, Third party distributors etc
• Understand client’s needs & requirements and accordingly position products & services
• Engage with inactive customers and activate their accounts
• Resolve client queries, complaints & requests in defined TAT
• Generating quality clients leads through networking, data base, market intelligence and references from existing

clients

• Conduct activities for Client Acquisition and Financial Planning
• Ensure compliance as per various regulator and organization guidelines
• Maintaining & keeping track of data, office / operations related work, processing of data received
• Have a customer-centric approach and ensure that customers are serviced well
• Partner with Client facing teams & ensure complete documentation of ongoing products, review documents,

stay current with all regulatory changes, maintain records.

• Handling & maintenance of confidential client documentation

Requirements

· Graduate / Post graduate with overall experience of 3- 4yrs , preferably in BFSI

· Should have very good communication, quick learner with people management skills

· Must be well versed with Excel.

· Should be a result oriented, self – starter, proactive, strong motivator, collaborative, focused on team cohesion, dynamics & constantly improve quality of performance

· Should possess strong networking & relationship building skills

· Should have an eye for detail in documents

· Should be an initiator and self-learner