Job Description
Client Acquisition and Retention:
- Actively prospect and acquire new clients through various channels such as referrals, networking events, and cold calling.
- Build and maintain strong relationships with existing clients to maximize revenue potential and client satisfaction.
- Provide personalized service to clients, addressing their investment needs and ensuring their financial goals are met.
- Develop and implement strategies to increase trading volume and commission revenue from existing clients.
- Serve as the primary point of contact for client inquiries, concerns, and requests.
- Resolve client issues promptly and effectively, demonstrating a proactive approach to problem-solving.
- Educate clients on market trends, investment opportunities, and financial news to help them make informed decisions.
- Stay updated on market trends, economic developments, and regulatory changes affecting the financial industry.
- Interpret financial data and provide actionable recommendations to clients based on their risk tolerance and investment objectives.
Key skill Required
- Computer Skills
- Communication
- Finance
- Sales
Designation
- Relationship Manager