Internship - Customer Acquisition Group

0 years

0 Lacs

mumbai mumbai (all areas)

Posted:13 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Duration 3 Months

Stipend - Paid

  • To ensure active management of clients & achieve the target Investment.
  • 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 clients profitability with clear focus on client servicing.
  • To conduct regular Client Meetings & update the same in the meeting tracker.
  • To assist clients with their query & concern related to trade, portfolio & their account.
  • To assist new client acquisition, building new relationships and increasing depth in existing relationships.
  • To Attend Post result concalls, analyst meets for improved client servings.
  • Keep abreast of the market news, financial trends and current affairs.

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