Client Servicing Executive (financial Advisor Wealth Management)
Year Noida, Uttar Pradesh, India
Job Description
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Job Title: Client Servicing Executive (Financial Advisor- Wealth Management)Job Responsibilities:
- Acquiring & servicing customers for Equity & derivative broking, Mutual funds & Insurance.
- Responsible for Revenue generation in terms of Brokerage form existing and new clients by offering the products and activating new demat accounts.
- According to client portfolio advice them for long term or short terms investment planning
- Develop and maintain customer relations for growth of business.
- On the basis of the current database, generate calendar for weekly client meetings .
- Analyze and make strategy for meeting that inquiry or lead convert into client.
- Scheduling weekly client engagement emails
- Arranging monthly client webinar or Quarterly
- Generating Referrals from existing clients and taking feedback.
- Converting Inactive clients into active.
- Day shift
- Only female candidates are preferred.
- Bachelor's (Preferred)
- Insurance sales: 1 year (Preferred)
- mutual fund: 1 year (Preferred)
- derivatives, bond sales: 1 year (Preferred)
- total work: 3 years (Preferred)
- Must be certified with NISM 5 and 8 (Required)
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Job Detail
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Job IdJD3334762
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationNoida, Uttar Pradesh, India
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EducationNot mentioned
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ExperienceYear