administration. Ideally a Chartered Accountant or a Lawyer or a MBA who has been in a Client facing role or worked in the field...
& confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the...
-Existing AUM. - Self-starter, proactive & target oriented. - Experience into Managing NRI client portfolios...
- Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding....- Terminal handing on behalf of Client/Dealer- In-depth knowledge of Stocks, Bonds, Mutual funds.- Cross Selling & Up selling...
. Of talk time is mandatory (cleints/partners) Saathi to be updated on regular basis % Accuracy Touch base the client...
with clients to deepen the . 3. Ensure adherence to the Compliance process for advice given 4. A New Client to be sourced...
- Identify fitment of sales products matching the client's investing goals- Interact with potential customers with an emphasis...
Company – Client of Bridge Et Al. Job Location –Mumbai, Pune, Delhi, and Bangalore (Remote) Job Responsibilities... aligned with client objectives. Stakeholder Engagement: Engage with stakeholders including investors, customers, employees...
. Generating maximum business with proper client satisfaction (no mis-selling)8. Ensuring high persistency9. Maintain & Update...
to be done monthly with clients to deepen the . 3. Ensure adherence to the Compliance process for advice given 4. A New Client...
.accenture.com What would you do? The Customer Product Lead is responsible for shaping Client’s product offerings to meet... evolving customer needs, ensuring alignment with market opportunities and Client’s strategic objectives. This role bridges...
Consulting experts have served as the trusted advisor to Fortune 500 companies and the world’s leading law and private equity... will be for a minimum period of 6 months. The shortlisted candidate is expected to work in Mumbai Office and attend to office or at client sites...
to address the unique business challenges of each client. We co-create and execute the future vision of 400+ clients with the..., and cost, leveraging services such as AWS Trusted Advisor and Azure Cost Management. Implement network security controls...
to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist... and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support...
that align with the client's objectives Conduct regular business reviews with clients to track progress against objectives... and ensure their ongoing satisfaction Contract Negotiation & deal closing to maximize profits Develop trusted advisor...
. We are currently looking for a Head of Client Engagement for Nexus Media Solutions division to join us. At GroupM APAC, our people... / monthly performance representation. Engage c-level agency stakeholders building a trusted advisor relationship, enlisting...
of our client and advisor needs and sensitivities. Assisting in the end-to-end client investor call and webcast process... of advisor inquiries across multiple channels (e-mail, phone, instant messenger) Assist with synthesizing, summarizing...
their portfolio returns and assessing our product effectiveness. They will also act as a trusted advisor to the leadership team... to join our Fixed Income team within Asset Management Job Responsibilities Provide the best client service experience...
, and alignment of talent with business objectives. Act as a trusted advisor, providing guidance on key HR initiatives, including... levels of the organization to achieve result. Our client has global presence across the globe to is known...
/prospective clients, delivering superior investment opportunities to the clients in line with the client’s objectives and personal... needs. They will lead the due diligence, preparation of relevant client reports and assist in the implementation/execution...