Customer Relationship Executive

3 days ago

Noida, India T&N Business Services Pvt. Ltd. Full time

**Job Responsibilities / Key Deliverables**:

- Customer Acquisition - Minimum of 1 crore and above investable surplus
- Financial Planning (FP) and Portfolio Services
- Execution of transactions post FP and on periodical basis
- Manage Private Wealth, PMS and AIF fund related queries
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long term sales strategies for the WM business
- in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Ensure discipline of asset allocation
- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
- Responsible for individual revenue generation
- Responsible for individual and team revenue generation in case of team leader role
- Build AUA

**Competencies**:

- Lives the Company Values
- Business Awareness & Market Knowledge
- Customer Centricity.
- People Connect
- Result Orientation
- Networking Ability

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹20,000.00 - ₹25,000.00 per month

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Quarterly bonus

Ability to commute/relocate:

- Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**
+91 9958807230

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