Client Serving

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...

**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:...

**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,...

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...

**Job Title: Client Servicing Executive** **Experience: 1-2 years** **Location: Kandivali** **Job Summary**: As a Client Servicing Executive, you will be responsible for maintaining and nurturing relationships with clients to ensure their satisfaction and loyalty. Your role involves serving as the primary point of contact for clients, addressing their...

As a Client Servicing Manager within our advertising agency, you will be responsible for building and maintaining strong relationships with our clients. Your primary goal will be to understand their advertising needs, develop effective strategies, and ensure the successful execution of planning. You will serve as the main point of contact between the agency...

Advising Clients for Commodities and Currency products. Passing on research calls and engaging clients to trade. Calling the existing client for Commodity. Criteria Ready to work in shifts Morning Shift - 8.30-5.30pm Pay: ₹30,000.00 - ₹40,000.00 per month **Experience**: - total work: 1 year (preferred) Work Location: In person

Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on Cross-selling...

Are you a seasoned professional with a knack for understanding and exceeding clients digital marketing expectations? Mind Frame India is seeking a Client Servicing Executive (CSE) to spearhead our digital marketing strategies. Join us and help our clients achieve their digital marketing goals through your expertise in project management and exceptional...

**What is underwriting?** Process of selecting, classifying, analyzing and assuming risk according to insurability. Underwriting of a risk involves consideration of material facts on the basis of which a decision will be taken whether to accept the risk and if so at what rate of premium **Role of underwriters.** Underwriters are needed to identify and...

Advisor JD 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...

Position: Interior client coordinator Location: kandivali Experience: 1-3 years **Position Overview**: **Responsibilities**: - Serve as the main point of contact for clients, addressing inquiries, providing updates, and managing communications throughout the project lifecycle. - Conduct initial consultations with clients to understand their needs,...

Position: Client servicing Location: Kandivali Experience: 1- 3 years **Position Overview**: **Responsibilities**: - Serve as the primary point of contact for assigned clients, building and maintaining strong relationships through regular communication and engagement. - Understand clients' needs, objectives, and challenges, and proactively identify...

We have an excellent opportunity for the profile of Client Servicing **.** **Qualification**: Graduation **Experience**: 5+ years **Location**: Santacruz The Assistant Manager will work closely with the Client Servicing Manager to uphold high standards of customer satisfaction and retention. 1. Client Relationship Management: a. Build and maintain...

Client Onboarding/Transitions/Conversions - IC1Under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to...

Client Reporting, Performance - IC1Provides assistance in monitoring and collecting data on the performance of client portfolios. Fields questions about reporting systems and reports that are used and generated by clients. Conducts research on industry trends to understand key issues. Collects and analyzes data from client portfolios to monitor performance...

Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on...

**Role & responsibilities** **Job Title: Client Support Associate** **Job Description**: - Act as a mediator between our parent company and US healthcare clients, including hospitals, nursing homes, and clinics. - Ensure client satisfaction by promptly addressing inquiries, resolving issues by following the guidelines / protocols. - Serve as the main...

Overview Client Onboarding/Transitions/Conversions - IC1Under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to...