Job Description :
- Provide client service support in Accepting and placing orders upon RM and /or client request
- Ensure smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow
- Selling of financial products to customer.
- Provide support to the company and/or Management by Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation Initiating client contact via phone/meetings as needed to support RMs.
- Relationship deepening
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