ERM - Digital Wealth - Sales - Mumbai - Vikhroli

Main Accountabilities

Client 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.

Client Education:

• Educate clients on digital platforms and self-service options.
• Provide guidance on using digital tools effectively.

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.