Digital Wealth Sales Executive

ERM - Digital Wealth - Sales - Mumbai - Vikhroli - JM

Client Activation:
•    Engaging with customer to get them on Moneyfy Platform.
•    Educating customer on Mutual fund returns.
•    Understand their financial goals and risk appetite.
•    Activating customer Investment in Mutual Fund.
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 analyse customer feedback to improve digital services and offerings.
•    Address client inquiries and concerns promptly.

Education: Minimum Degree: Graduation /12+3