Manager at Equirus Wealth
Views:80 Applications:4 Rec. Actions:Recruiter Actions:0
Equirus Wealth Management - Virtual Relationship Manager (4-5 yrs)
- Onboarding and completing digital KYC requirements for all customer segments.
- Managing and resolving all customer queries on time.
- Contact existing or potential customers to inform them about investment products or service using scripts.
- Successfully answer investment product related queries if any on the call.
- Ask questions to understand customer requirements and close sales.
- Direct HNI prospects to the field sales team if needed.
- Enter and update customer information in the database.
- Take and process transaction orders in an accurate manner on a recorded line or assist clients through Federal Mobile.
- Handle grievances to preserve the company's reputation.
- Keep records of calls and sales and note useful information.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
