Client Servicing Executive (financial Advisor Wealth Management)
Job Description
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.
Job Types: Full-time, Fresher
Pay: ?15,000.00 - ?20,000.00 per month
Schedule:
• Day shift
Application Question(s):
• Only female candidates are preferred.
Education:
• Bachelor's (Preferred)
Experience:
• Insurance sales: 1 year (Preferred)
• mutual fund: 1 year (Preferred)
• derivatives, bond sales: 1 year (Preferred)
• total work: 3 years (Preferred)
License/Certification:
• Must be certified with NISM 5 and 8 (Required)
Work Location: In person
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Job Detail
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Job IdJD3391938
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationUP, IN, India
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EducationNot mentioned
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ExperienceYear