Walk-in Drive- Customer Relationship

Job Description

NERVE CELL - ROLE PROFILE General Job Title : Counsellor/ Sr. Counsellor - Nerve Cell Department : Nerve Cell Reports to (Job Title): Business Excellence - Bangalore Major Accountabilities A team of Market Specialists with advanced skills plays an integral role in preparing the client for what to expect as an integral aspect of becoming a well-rounded investor. The client is swiftly briefed on the ongoing developments in the markets, whether they are favorable or less favorable. The discussions also delve deeply into matters related to portfolio performance and any particular recommended stock that appears to be a vulnerability in the client's portfolio. The Nerve Cell introduces topics that should be discussed during Ask-The-Expert (ATE) sessions, with a minimum of two sessions occurring prior to the initial presentation of the PMP Sales team to a new, inexperienced client. The Nerve Cell also serves as a support system for clients experiencing problems related to portfolio updates, dashboard access, and difficulties in reaching customer service. The Nerve Cell provides a remarkable experience that the client had never envisioned before, where a single specialist takes care of their portfolio, market-related matters, and operational concerns. The Nerve Cell is responsible for shaping the 'Client Investor Profile.' (Client Profiling) The handshake between the Nerve Cell and the PMP Sales Counselor (Sales team) involves a strategic exchange of information on the client's profile, investment behavior, capacity to invest, potential for upgrading to higher-level services (affordability), key conversational do's and don'ts, and what resonates positively with the client during calls. This exchange is both insightful and impactful. Expectations & Skills: Clearly communicates and lives the companys missions and values Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities Provides thought leadership to shape future decisions Adapts to changing objectives and priorities Quality: As per KPIs and qualitative feedback from the clients Operational efficiency: Ensure optimal resource utilization Innovation: Ability to find creative ways to build client base and grow Values and behaviors: in line with standards of Research and Ranking Presentable and capability of dealing with Premium/ HNI clients Candidates from the background of Investment Banking, Banking, Financial sector, Client engagement in terms of financial products