Internship - Customer Acquisition Group
1 week ago
Duration 3 Months
Stipend - Paid
- To ensure active management of clients & achieve the target Investment.
- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
- To achieve healthy revenues without compromising on clients profitability with clear focus on client servicing.
- To conduct regular Client Meetings & update the same in the meeting tracker.
- To assist clients with their query & concern related to trade, portfolio & their account.
- To assist new client acquisition, building new relationships and increasing depth in existing relationships.
- To Attend Post result concalls, analyst meets for improved client servings.
- Keep abreast of the market news, financial trends and current affairs.
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