Team Member Onboarding

<p class="MsoNormal" style="background-size:initial;"><span style="font-weight:bolder;"><u><span style="font-family:Roboto;">Job Role</span></u></span></p><ul type="disc"><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Onboarding of newly acquired clients.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">To activate the clients by using our various platforms.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Should focus on overall portfolio growth, client activity ratio and quality of information delivered.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Propose investment options based on customer needs by assessing their risk appetite.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Support the client decision making with use of technology enabled tools in scalable way</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Develop Knowledge of market news, financial trends, current affairs and data points</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Responsible to ensure all activities are in adherence as per Compliance & Risk.</span></li></ul><p class="MsoListParagraph" style="text-indent:-18pt;background-size:initial;"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:Roboto;">Participate in various on desk campaigns to make them successful</span></p>