Regular monitoring of client portfolios.
Regular interaction with clients through physical meet along with the reporting manager.
Report financial needs of the customers and offer solutions along with the reporting manager into confidence.
Females with strong conversation skills.
Basic understanding of financial markets is an added advantage
Ability to Tele call on Database of retail investors/customers.
Positive outlook and confidence
Candidates who have over 5-year experience in retail financial products and have an investors book of minimum 50 clients.
Female Candidates who wish to work in a hybrid (WFH ) model will be preferred.