- Solve for customer financial need states with the help of product.
- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.
- Engage with the customers regularly and conduct their portfolio reviews.
Managing relationships with customers.
Identifying and communicating customer needs.
Ensuring customer satisfaction.
Resolving customer issues and concerns.
Developing and implementing marketing strategies to grow the customer base.
📌 Back Office Executive (Surat)
🏢 Altus Wealth & Insurance Marketing Private
📍 Surat
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