About the role
Job Role
- Onboarding of newly acquired clients.
- To activate the clients by using our various platforms.
- Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
- Propose investment options based on customer needs by assessing their risk appetite.
- Support the client decision making with use of technology enabled tools in scalable way
- Develop Knowledge of market news, financial trends, current affairs and data points
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
·Participate in various on desk campaigns to make them successful