Digital Business - Team Member - Corporate

JOB ROLE • Managing of 3000 to 5000 customers per dealer. • To achieve healthy revenues without compromising on clients profitability. • 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 • Develop Knowledge of market news, financial trends and current affairs • Analyse customer portfolio & give appropriate advice • Responsible to ensure all activities are in adherence as per Compliance & Risk. • Assist in increasing depth in existing relationships

• Seniority: Mid Level
• Languages: English