1.Engagement & Satisfaction : Build and maintain strong client relationships, ensuring high satisfaction levels.2.Issue Resolution : Promptly address and resolve client concerns, keeping them informed throughout the process.3.Product Knowledge : Possess in-depth understanding of financial products like Mutual Funds, PMS, AIF, Structured Products, Bonds, and NCDs.4.Documentation & Compliance : Ensure accurate and timely completion of account openings and adherence to regulatory requirements.5.Reporting : Provide clients with necessary MIS reports and statements.6.Collaboration : Coordinate with internal and external teams to track and manage client investments and queries.7.Record Management : Regularly update and maintain client records. 8.Regulatory Adherence : Comply with all internal and external regulatory mandates.SALARY UPTO 13 LPAMINIMUM 4 YEARS OF EXPERIENCE (ref:updazz.com)
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