Posted:1 month ago|
Platform:
Work from Office
Full Time
Role & responsibilities Provide financial solutions to HNI customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics, and portfolio allocation. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by garnering client portfolio allocations across all the key offerings of Jio BlackRock Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization monthly. Record and track all engagement activities through the CRM system. Comply with the rules and regulations laid out by the regulator.
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