ERM - Digital Wealth - Sales - Mumbai - Vikhroli
Overview
Tata Capitaltatacapital.comPosted 2 weeks ago
Mumbai, Maharashtra, INPresencial
Quick apply- Tipo de empleo
- Tiempo completo
- Especialización
- Wealth management
Requirements
- Educate clients on digital platforms and self-service options.
- Provide guidance on using digital tools effectively.
Key skills
- Account Management
- Risk Management
Main AccountabilitiesClient Portfolio Management
- Manage a portfolio of clients in the securities domain.
- Understand their financial goals and risk appetite.
Digital Engagement
- Utilize digital channels such as video calls, chat, and email to engage with clients.
- Provide advisory services on securities investments.
Client Acquisition
- Identify and onboard new clients through digital channels.
- Develop strategies to expand the client base.
Portfolio Reviews
- Conduct regular portfolio reviews and provide recommendations.
- Monitor market trends and communicate relevant insights to clients.
Digital Tools Utilization
- Leverage digital tools and platforms for client interactions and account management.
- Stay updated on digital advancements in the securities industry.
Cross-Selling
- Identify opportunities to cross-sell other relevant financial products and services.
- Collaborate with product specialists for client needs.
Compliance and Risk Management
- Ensure compliance with regulatory requirements and internal policies.
- Implement risk mitigation measures in client interactions.
Performance Tracking
- Track and report on key performance indicators (KPIs) related to client engagement and business growth.
Customer Feedback
- Collect and analyze customer feedback to improve digital services and offerings.
- Address client inquiries and concerns promptly.