Customer Relationship Executive - Noida, India - T&N Business Services Pvt. Ltd.

T&N Business Services Pvt. Ltd.

Verified Company

Noida, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Job Responsibilities / Key Deliverables:

- 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 misselling 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: