Client Serving

SIB Infotech is actively hiring for **Asst. Manager - Operation & Client Serving** (MBA Fresher) for its Mumbai Office (Malad West).. **Roles & Responsibilities**: - Exposure to Website Development & Digital Marketing client handling. - Generating leads for SEO, PPC and other Digital Marketing Services. - Assisting in the planning, executing & reporting of...

JD - Client Success Location - Mumbai Expected Notice Period - Immediate 1. Client Handholding & Guiding client for Optimization & Campaigns 2. Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting both 3. Review the customer journey, determine...

**Job Title**: Client Servicing Executive **Location**: Mumbai & Thane **Experience**: 1- 2 years **Job Summary**: As a Client Servicing Executive, you will be responsible for building and maintaining strong relationships with clients, ensuring their satisfaction and loyalty. You will serve as the primary point of contact for clients, addressing their...

**Advising HNI/UHNI Clients.** **Experience in advising / trading.** **New Client acquisation.** **Good Knowledge of equity, currency products, commodity, MF, stock market.** Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. **Job Types**: Full-time, Permanent Pay:...

**Advising HNI/UHNI Clients.** **Experience in advising / trading.** **New Client acquisation.** **Good Knowledge of equity, currency products, commodity, MF, stock market.** Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. **Job Types**: Full-time, Permanent Pay:...

**Key Responsibility**: **Responsible for Business development through acquisition and retention of clients.** **identifying customers, making calls for meetings and final closure.** **Role will involve client acquisition for** **o All eligible investors and traders who can participate Commodities, Currency and Equity segments** **on domestic...

**1. Achievement of business target allotted** **2. New business Acquisition through corporate client** **3. Broker's business Acquisition** **4. New corporate accounts relationship management** **5. New business development through direct meetings with client and brokers** **6. Fire, Marine, Liability knowledge should be preferred having good exposure...

Key Responsibility: Handling & Advising clients on Commodity, Currency product. Passing on research calls and engaging clients to trade. Creation of revenue through effective Advisory. Specifications Required - Minimum 6 Months -4 Years’ experience. - Commodity, Equity, Currency Market Knowledge. - Able to Understand Market Reports and share Information...

As a Client Service Representative, you will be responsible for managing and enhancing client relationships. You will serve as the main point of contact for our clients, ensuring their needs are met and providing solutions to any issues that may arise. Your exceptional communication skills, attention to detail, and ability to work well under pressure will be...

Providing quote for Marine Coordinating with Corporate office and maintaining the data for the same Solving queries of Agents and client Follow-up with agents and clients for released quote Doing QC for all proposal providing quote for Marine/Fire/Health/Engineering/ Other Package policy like TRP/SME/GPA/Marine Hull Solving queries of Agents and client...

**Key Responsibility**: Ø Handling & Advising clients on Commodity, Currency product. Ø Passing on research calls and engaging clients to trade. Ø Creation of revenue through effective Advisory. **Specifications Required** - **Minimum 6 Months -4 Years’ experience.** - Commodity, Equity, Currency Market Knowledge. - Able to Understand Market Reports...

**ROLES & RESPONSIBILITIES: -** - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue...

As a Client Service Representative, you will be responsible for managing and enhancing client relationships. You will serve as the main point of contact for our clients, ensuring their needs are met and providing solutions to any issues that may arise. Your exceptional communication skills, attention to detail, and ability to work well under pressure will be...

As a Client Service Representative, you will be responsible for managing and enhancing client relationships. You will serve as the main point of contact for our clients, ensuring their needs are met and providing solutions to any issues that may arise. Your exceptional communication skills, attention to detail, and ability to work well under pressure will be...

**Key Responsibility**: Ø Handling & Advising clients on Commodity, Currency product. Ø Passing on research calls and engaging clients to trade. Ø Creation of revenue through effective Advisory. **Specifications Required** - **Minimum 6 Months -4 Years’ experience.** - Commodity, Equity, Currency Market Knowledge. - Able to Understand Market Reports...

**Roles and responsibilities**: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence as per...

Job Description for NRI-Advisor (International Business) ROLES & RESPONSIBILITIES: - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS,...

Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products - PMS/AIF/MFs...

Float Reinsurance submissions (Treaty & Facultative) into the international reinsurance marketsCo-ordinations, follow-ups with reinsurance, insurance marketsPreparation of Debit/Credit Notes for international and national business closuresAssisting company's International and National offices on vertical LOBs enquiriesIdentification of right country/clients...

**JOB Description**: **Advising HNI/Ultra HNI clients on currency & commodity products.** **Individually handling clients with the book size of 25 lacs & above.** **Creation of revenue & Activation of clients through effective Advisory.** **Desired Skill Set**: **Any Graduate with minimum experience of around 2-5 years into stock broking...