Managing and maintaining client accounts, including overseeing client communications, responding to client queries and concerns, and providing ongoing support and advice Developing and maintaining strong client relationships, including understanding client needs and making product and service recommendations as appropriate Collaborating with the sales team to identify new business opportunities, including creating sales strategies and developing proposals Analyzing client investment portfolios and recommending adjustments as needed Maintaining accurate and up-to-date records of client transactions and activities Providing timely and accurate reporting on client accounts and investments Staying up-to-date on market trends and developments in order to provide informed advice and support to clients Conducting research and analysis to support client investment decisions Qualifications : - Bachelor\'s degree in finance, business, or related field - Minimum of 1 year of experience in a similar role. - Strong communication and interpersonal skills - Excellent organizational and analytical skills - Understanding of financial markets and investment products - Ability to work independently as well as part of a team. No of Vacancy :- 5
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