Candidate would be primarily responsible for bringing quality existing relationship,handling a select group of HNI clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
Besides managing the Equities Investment & Trading portfolio of the existing & New clients, he/She will be also responsible for doing IP (investment products).
Dealing on behalf of clients.
Update client for order and trade on recorded line during market hour.
Maintain 0% dealing error.
Maintain active clients as per the defined norms.
Maintain daily unique outgoing client call.
Activate dormant clients.
Generate Non-broking revenue from existing clients.
Ensure resolution of clients query.
Ensure client meeting as per the defined norms.
Maintaining records of business on internal software.
Follow guidelines of Risk management and Settlement
Ensure compliance as per various regulator and organization guidelines
Other Job Responsibilities:
Market Intelligence - Identify potential threats and opportunities.
Head Hunting Solutions LLP is Leading Online Manpower Solution Company in Central India, deals from Entry Level to Top Management Manpower Solutions in FMCG, Retail, Technical, IT, Banking, Pharma etc. for more details logon to www.jobmitra.com, call 9300501808
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases