Job ID: #136December 30, 2021
(equity dealer in broking firm)
Skills
More Details
- 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 new 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 client base.
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