Key Responsibilities:1.Handle client interface and act as a single point of contact for queries2.Liasion between operations, Transition & client3.Maintain a positive relationship & rapport with the clients4.Ensure effective account management5.Address technical and operations issues as and when required6.Take ownership of weekly/monthly service review calls with the customer client and plan the agenda accordingly.7. Research and identify customers who will be suitable to talk to you related to investment.8. Talk to them about our service. You must be in a position to counsel them. Unless you understand business and finance, you cannot do this.it is not about customer acquisition. It is about customer identification, counseling, and bringing to the next step.9. Bring them for further discussionSkills:1.Strong communication skills2.Strong Knowledge of Financial Services.2.Smart, Analytical and presentable