Sector 62, Noida, Uttar Pradesh
Darjeeling
Manage client accounts and communicate frequently with stakeholders
Study market trends to optimize opportunities and inform clients and stakeholders of changes relevant to their portfolios
Meet with clients to present financial analytics and assess goals, risks, and progress of assets
Generate relevant reports utilizing business software that reveal important data insights
Update and maintain client portfolios as necessary
Lead stakeholder meetings and present on your findings to clients
Maintain positive client relationships and handle customer questions or complaints
Prepare and report on any business activities, market forecasts, or financial statements as they pertain to shifts that can negatively affect client portfolios
Find ways to reduce costs by reviewing financial reports
Update clients on any account changes you see as necessary in a timely manner
Experience | 1 - 3 Years |
Salary | 2 Lac To 3 Lac P.A. |
Industry | Financial Services / Banking, Investments / Insurance / Stock Market / Loan |
Qualification | B.B.A, B.Com, M.B.A/PGDM, M.Com |
Key Skills | Banking Operations CAM Executive |
(33)Financial Services / Banking, ...
(33)Hotel / Restaurants / Travel /...
(17)Sales & Marketing / Business D...
(13)Engineering / Engineering Desi...
(8)Manufacturing / Production / Q...
(8)Marketing / Advertising / PR /...
(8)Front Office / Reception / Com...
(7)HR / Recruitment / Administrat...
(6)Corporate Planning & Strategy ...
(5)Health Care / Pharmaceuticals ...
(4)Accounting / Auditing / Taxati...
(3)ITES / BPO / KPO / LPO / Custo...
(2)IT Software - Ecommerce / Inte...
(2)Media / Entertainment / TV / ...
(1)Cargo / Freight / Transportati...
(1)Supply Chain / Purchase / Proc...
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