Sales Advisor Relationship ManagerCustomer RelationshipCustomer CareClient Relationship ManagementCustomer ServiceCustomer Support
1. Acquire quality clients through networking, database, market intelligence and references from existing clients.2. Generate Cross Sell revenue through Financial Planning. 3. Promote Focus Product of the month. 4. Maintain records of business on internal software. 5. Induct new clients to the Central Dealing Desk for smooth interaction and services. 6. Liaison with Central Dealing Desk for revenue generation and query resolution. 7. Conduct activities for Client Acquisition and Financial Planning. 8. Ensure compliance as per various regulator and organization guidelines. 9. Maintain the brand image of the organization. 10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.
Monitor Markets (Equity, F&O, Currency, Derivatives etc.)Attend to queries raised by regulatory authoritiesPrepare MIS & other relevant reportsMaintain & Enhance databaseProcess alerts & conduct appropriate analysisCarry out analysis & investigation of casesReplying to adhoc requests from regulatory authorities
Must be proficient in Adobe Illustrator, Photoshop, Adobe After Effects & other graphic tools is must.Experience in Designing in Social Media post, logos, Mobile app design, Web page Designs, editing photos.Knowledge of Figma / Adobe XDCreate and design various materials for print and digital collateralDesign original pieces, including illustrations, infographics, and typographyMaintain brand consistency throughout all our marketing projectsStrong visual skills with the ability to combine various colors, fonts, and layoutsAbility to meet deadlines and collaborate with a teamPerform retouching and manipulation of imagesGreat multi-tasking skills and ability to work under pressure.