Digital Business - Team Member - Corporate

JOB ROLE

•             Managing of 3000 to 5000 customers per dealer.

•             To achieve healthy revenues without compromising on clients profitability.

•             Should focus on overall portfolio growth, client activity ratio and quality of information delivered.

•             Propose investment options based on customer needs by assessing their risk appetite.

•             Support the client decision making with use of technology enabled tools

•             Develop Knowledge of market news, financial trends and current affairs

•             Analyse customer portfolio & give appropriate advice

•             Responsible to ensure all activities are in adherence as per Compliance & Risk.

•             Assist in increasing depth in existing relationships