7 Clients Management Jobs

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts. Location: Calicut, Trivendrum, GOA, Delhi,Chennai,Hyderabad,Kolkata,Kochi,Mumbai

Client acquisition To acquire customer for Equities (D-Mat/Trading accounts) To do cross selling for other financial product like:- Mutual Fund, PMS, IPOs, Insurance. To achieve sales & customer acquisition target Planning and execution of sales promotional strategies. Providing Advisory services to the prospects. Undertake prospects servicing of Clients through various avenues (Mailers, SMS and Meetings). Generate Equity Business and maintain strong client relationships. Creating new avenues for increasing client base and revenue. Skills Required: Sales and aquisition , Customer Service , Customer Relatonship , Relationship management Candidate Attributes: Candidate with the knowledge of regional language will be desired & preferred however not must. Good knowledge & social network of the city. He should be flexible enough to travel. Should have good communication and convincing skills Should be open to work in target oriented environment. Should be a go getter and self-focused. Candidate with the knowledge of regional language will be desired & preferred however not must. Should have good communication and convincing skills Should be open to work in target oriented environment. Should be a go getter and self-focused.

Job Summary : The Processor Front Office is responsible for providing administrative and operational support to the Front Office team in a financial institution or similar environment. This role includes managing customer transactions, handling documentation, performing data entry tasks, and ensuring the smooth processing of client requests while maintaining a high level of service and operational efficiency. Key Responsibilities : Process and verify customer transactions, ensuring accuracy and compliance with internal procedures. Handle the administrative tasks related to customer accounts, including updates, maintenance, and report generation. Respond to inquiries from clients, providing timely and accurate information regarding their accounts, transactions, and general queries. Assist in the onboarding of new clients, ensuring all necessary documentation is collected and processed. Collaborate with internal departments (e.g., sales, compliance, back office) to ensure smooth operations. Maintain accurate records of all transactions and customer interactions, ensuring compliance with regulatory requirements. Monitor and track operational workflows to ensure timely and accurate completion of tasks. Ensure adherence to company policies and regulatory standards, and report any discrepancies or issues to the team lead. Prepare daily, weekly, and monthly reports as required by management. Provide excellent customer service to both internal and external clients, maintaining professionalism at all times. Assist in the preparation and management of client-related documentation, such as contracts, agreements, and other legal paperwork. Participate in continuous training and development programs to stay updated on industry standards and regulations.

Manage Key Ecommerce Accounts. Identify key partners in client companies to cultivate relationships. Manage end-to-end account operations from Onboarding to Growth. Prepare weekly and monthly performance dashboards for effective reporting.

To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analysts meet for improved client servicing

Requirement for a Relationship Manager who shall be responsible for Monitoring and addressing HNI and UHNI clients Investment requirements and will help clients achieve their Financial Goals through strategic portfolio analysis and suggesting them with right investment products. The role requires the candidate to be proficient in financial markets and wealth Management. 1. Establishing and Maintaining Powerful relationship with clients. 2.Responsible for selling various financial products such as Mutual funds, Life and Health insurance,Other structured and wealth products. 3.Sucessfully onboard UHNI customer on Monthly basis along with Revenue. Qualification Min 3 yrs relevant experience in Affluent Banking and Wealth domain. MBA / Relevant degree Should have good knowledge and understanding of Equity and Debt Market and Wealth Products.

Assist clients with visa applications, documentation, and immigration procedures.