Client Servicing and Client Acquisition. He/she is responsible for client acquisition and client relationship building along with business growth and increasing revenue per client.
The person must have in-depth knowledge of markets and should be able to answer queries of clients relating to investments and planning.
The role of the Client Facing individual should match the overall philosophy and objective of our organization, always keeping our mission statement in mind and ensuring that only need-based solutions are offered to clients.
Areas covered would be Equity Advisory, Portfolio Management, Risk Management, Debt Management, Tax Management, Insurance, and Taxation.
· Good Communication skills
· Good interpersonal skills
· Team-building spirit
· KRIs to be met
ECertification:CFP/ CWM/ CFA/ NISM XA&XB.
Qualification : Post Graduate in Finance.
experience: minimum 3 years- 7 years
QWhat you get at Dilzer Consultants Pvt Ltd
· Immense learning opportunities
· Open culture of sharing of ideas, and initiatives toward personal, professional, and organizational fulfillment.
· Opportunities to conduct webinars and financial literacy programs
· Opportunities to share ideas with the management and implement and take ownership of growth.
Email us at firstname.lastname@example.org