A Naukri Group company
लॉगिनहायर लोकल स्टाफ
A Naukri Group companyलॉगिनहायर लोकल स्टाफ
20,000 - 30,000 /महीना
Optymoney
हेब्बाल, बैंगलोर
टेलीसेल्स / टेलीमार्केटिंग में 1 - 2 वर्षो का अनुभव
फुल टाइम
Key Responsibilities:
• Develop and manage relationships with HNI and ultra-HNI clients.
• Understand clients’ financial objectives and risk appetite to provide personalized investment solutions.
• Recommend and sell a range of financial products including mutual funds, PMS, insurance, bonds, equities, and structured products.
• Conduct regular portfolio reviews and rebalancing based on market trends and client goals.
• Monitor financial markets and economic trends to proactively advise clients. • Maintain up-to-date knowledge of compliance, regulatory requirements, and industry best practices.
• Collaborate with research, product, and operations teams to deliver seamless client experience.
• Ensure high standards of client servicing, retention, and satisfaction.
• Assist in onboarding new clients and completing KYC/AML documentation.
