Posted By
Posted in
Sales & Marketing
Job Code
1217225
Client Servicing
We at ABC Consultants are looking for a Client Servicing Personnel for one of the known AMCs, role is based out of Mumbai.
JD :
- Work Closely with the Sales team to engage with clients and partners.
- Client calls / meetings - existing & new clients
- Be the expert with the Products and the investment philosophy of Enam AMC and be equipped with knowledge to handle any queries regarding client portfolios.
- Attend and provide solutions during client calls / meetings - existing & new clients
- Responsible to achieve business targets as per plan
- Prepare and provide MIS to the senior management on a regular basis
- Networking and Client Engagement activity
- Conduct meetings with partners and clients with the intensity and numbers as per business plan
- Ensure the relationship management efforts and events as per plan
- Service the clients by provide the right advise and products.
- Provide client feedback to the product and research teams
- Create all the metrices and analysis of client portfolios and provide accurate, customize and personalized inputs to the clients
- Ensure day to day reporting in Sales force
- Ensure strict adherence to internal compliance and as well as regulatory
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Posted By
Posted in
Sales & Marketing
Job Code
1217225