The Nerve Cell is an integral, advanced team responsible for creating a remarkable and never-before-envisioned client experience.
Major Accountabilities (What you will do):
- Client Preparation: Prepare clients on market expectations, briefing them on ongoing, favorable, or less favorable market developments.
- Portfolio & Strategy: Deeply discuss portfolio performance and any stock vulnerability within the client's portfolio.
- Client Profiling: Shape the 'Client Investor Profile' (Client Profiling).
- Sales Handshake: Strategically exchange insightful client information (profile, investment behavior, capacity, do's/don'ts) with the PMP Sales Counselor.
- Support System: Serve as the primary specialist for client problems related to portfolio updates, dashboard access, and difficulties reaching customer service.
- ATE Sessions: Introduce discussion topics for Ask-The-Expert (ATE) sessions.
Expectations & Skills:
- Client Focus: Capability of dealing with Premium/HNI clients.
- Values: Clearly communicate and live the company's missions and values.
- Planning: Establish accurate plans with transparent, reasonable, and appropriate objectives.
- Adaptability: Adapt to changing objectives and priorities.
- Innovation: Ability to find creative ways to build the client base and grow.
- Thought Leadership: Provide thought leadership to shape future decisions.
- Performance: Meet quality standards as per KPIs and qualitative client feedback.
Desired Background: We are looking for candidates from the background of: