Executive - Client Experience (RM)

Job Profile Responsibilities

• New Client Acquisition and Onboarding
• Manage day to day Client Financial and Non-Financial transactions
• Periodical Client Touch Base Calls and Review Meetings
• Analyze Client Investments Insurance, Financial Goals
• Upsell and Crosssell
• Seek Client refrerrals reviews
• Manage Client grievances

Key Performance Indicator

• No of new Clients, Client conversion ratio, Long Term Sales Value
• Timely Correct execution of Client Transactions
• Quality of Analysis Review Meetings
• Client satisfaction level retention rate

Qualifications

• CFP/ CWM
• Fundamental understanding of Mutual Funds, Equity, Debt Products, Insurance
• Tech adaptability, Advanced working knowledge of Excel, Basic Knowledge of Power Point, Good written and spoken English

Desired Candidate Profile

• Willingess to make a long term career in Personal Finance
• Atrributes of Trust, Integrity, Knowledge, Excellence, and Customer Focus
• Willgness to Learn, Attention to Detail, Team Player
• Positive Confident Persona
• Minimum 3 years work experince. Freshers may be considered.
• Residing in western suburbs of Mumbai

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