About the role
The objective of the role is to be responsible for managing and growing a portfolio of clients in the securities domain through virtual channels. This role involves utilizing digital tools and platforms to engage with clients, provide advisory services, and drive business growth.
Responsibilities:
- 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. Guide clients 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.
Requirements:
- Minimum Degree: Graduate.
- Minimum Years/Type of Experience: 2-5 years.
- Competencies: Client portfolio management, digital engagement, client acquisition, portfolio reviews, digital tools utilization, cross-selling, client education, compliance and risk management, performance tracking, customer feedback, and data literacy.
- Functional Competencies: TCL shall populate as per the existing grid.
- Key Decisions Taken: Identifying opportunities for cross-selling. Providing investment recommendations and insights.