Client Servicing Role - Asset Management Firm

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