Business Support Executive

Role & responsibilities

• Handle service requests, record management of such requests, and ensuring TAT set by regulators and stakeholders.

• Effective use of CRM to maintain regular communication with branch clients through various channels such as telephone calls and meetings. • Engage in prospecting activities for new clients through methods including cold-calling, scheduling appointments, and seeking referrals. • Assist clients in account opening procedures and complete investment application forms as well as overseeing routine administrative tasks.

• Offer financial advice to clients regarding various investment options based on the recommendations given by the fundamental & technical research team only.
• Keep clients informed about the latest Mutual Fund Schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
• Act as a supportive liaison between Financial Consultants (FC), Dealers, and Branch Manager to facilitate smooth business acquisition processes.
• Read circulars issued by various departments and update customers. • Ensure satisfactory customer service, follow-up, and client retention. • Manage incoming telephone calls and addressing inquiries promptly. • Provide comprehensive information about the company, its products, and services to visitors.
• Record business transactions in the branch's back-office system.

• Manage accounts including processing payments, collections of (AMC) fees, handling debtors, branch expenses, and conducting reconciliations.