About the role
ØManage a team for client servicing of HNI and Ultra-HNI clients.
ØUnderstand client’s requirements and accordingly provide services
ØStrategize engagement plans for inactive customers and activate their accounts
ØEnsure that customers trade actively after opening the trading account
ØMaintaining & keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients
ØInterfacing with operations team
ØHave a customer-centric approach and ensure that customers are serviced well
ØWill be responsible for end to end ownership of the process.
ØProactive updation to all parties.