Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
Conduct meeting with clients as part of client servicing and cross selling other financial product
Understand the market updates for the day to provide accurate information to the client
Profile customers based on their investment trends and past record available with us
Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation.
Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating recent business.
Pitch clients for other investment products offered by the company To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business
Update clients visit and all other communication with the client in the CRM software
Work towards building a network and expanding the client base.
Key Result Areas
Call Management Ensure all calls received at the desk are handled effectively and without waiting period
Reactivating dormant clients Continuously work towards reactivating dormant clients
Cross Sell Third Party Products Develop avenues through networking with active and reactivated clients to sell third party products
Data Management Accurately record key information of the client to build revenue generation plan