Customer Service Group

2 weeks ago


Mumbai, Maharashtra, India Bondbazaar Securities Pvt Ltd Full time ₹ 48,00,000 - ₹ 72,00,000 per year
  1. To ensure active management of clients & achieve the target Investment.
  2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
  3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
  4. To achieve healthy revenues without compromising on clients profitability with clear focus on client servicing.
  5. To conduct regular Client Meetings & update the same in the meeting tracker.
  6. To attain maximum reach of investment ideas/stock calls initiated/ webinars and seminars.
  7. To assist new client acquisition, building new relationships and increasing depth in existing relationships.
  8. Keep abreast of the market news, financial trends and current affairs.
  9. To attend post result concalls, analyst meets for improved client servicing.


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