0 - 5 years
3 - 7 Lacs
Posted:2 days ago|
Platform:
Work from Office
Full Time
1. New Business Acquisition through Financial Planning
a. Client Profiling
b. Ensure goal based financial planning
c. Undertaking client meetings and presentations to acquire new business
d. Enhance and update knowledge about the industry
2. Relationship Management & Portfolio Management
a. Maintain, develop and grow relationship with the clients
b. Cross selling
c. Tracking, analyzing and monitoring client portfolio
d. Research & Analysis of various financial instruments
3. Client Servicing and Processing
a. To understand, address and resolve client queries
b. To undertake form/paper and processing formalities
c. To ensure smooth business process
4. Conduct client seminars and events
a. Investor Awareness program
b. Corporate workshops
5. Handholding the clients on technology platforms
Nexxora Innovation and Tech Solutions Pvt. Ltd
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