ERM - Digital Wealth - Sales - Mumbai - Vikhroli

Tata Capital · Banking & Financial Services

Main Accountabilities

Client Portfolio Management:

Manage a portfolio of clients in the securities domain.

Understand their financial goals and risk appetite.

Digital Engagement:

Utilize digital channels such as video calls, chat, and email to engage with clients.

Provide advisory services on securities investments.

Client Acquisition:

Identify and onboard new clients through digital channels.

Develop strategies to expand the client base.

Portfolio Reviews:

Conduct regular portfolio reviews and provide recommendations.

Monitor market trends and communicate relevant insights to clients.

Digital Tools Utilization:

Leverage digital tools and platforms for client interactions and account management.

Stay updated on digital advancements in the securities industry.

Cross-Selling:

Identify opportunities to cross-sell other relevant financial products and services.

Collaborate with product specialists for client needs.

Client Education:

Educate clients on digital platforms and self-service options.

Provide guidance on using digital tools effectively.

Compliance and Risk Management:

Ensure compliance with regulatory requirements and internal policies.

Implement risk mitigation measures in client interactions.

Performance Tracking:

Track and report on key performance indicators (KPIs) related to client engagement and business growth.

Customer Feedback:

Collect and analyze customer feedback to improve digital services and offerings.

Address client inquiries and concerns promptly.