Digital Business - Team Member - Corporate
Posted Updated
Description
<p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">JOB ROLE</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Managing of 3000 to 5000 customers per dealer.</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• To achieve healthy revenues without compromising on clients profitability.</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Propose investment options based on customer needs by assessing their risk appetite.</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Support the client decision making with use of technology enabled tools</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Develop Knowledge of market news, financial trends and current affairs</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Analyse customer portfolio & give appropriate advice</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Responsible to ensure all activities are in adherence as per Compliance & Risk.</span></p><p class="MsoNormal" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" xml:lang="en-us">• Assist in increasing depth in existing relationships</span></p>