Conduct regular client portfolio reviews to assess performance, identify investment opportunities, and ensure alignment with client objectives and financial goals.
Build and maintain robust client relationships, contributing to high levels of client satisfaction, engagement, and retention.
Provide product training, investment guidance, and market insights to clients and internal stakeholders, enhancing product understanding and adoption.
Drive business growth through top-up investments, cross-selling opportunities, and proactive portfolio enhancement recommendations.
Collaborate closely with Relationship Managers (RMs) and Branch Managers (BMs) to support client servicing, business development initiatives, and operational requirements.




Identify client needs through ongoing engagement and recommend suitable investment solutions to support portfolio growth and wealth creation objectives.
Monitor client portfolios and provide timely recommendations based on market developments, investment prospects, and changing client requirements.
Ensure prompt follow-up and resolution of client queries, delivering a superior client experience and strengthening long-term relationships.
Support investment discussions by presenting portfolio performance, product features, and relevant market insights in a explicit and actionable manner.
Contribute to the achievement of business targets through effective client management, advisory support, and relationship-driven sales opportunities

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📌 Assistant Manager Pms Mumbai
🏢 Sharekhan
📍 Mumbai