Website IDFC
Job Description:
The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs.
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Job Responsibilities:
- Gather latest Market intelligence and track and benchmark against best practices in competitor banks
- Procuring the potential clients through networking, database, market analysis and references
- Develop and manage the fund selection models
- Knowledge of all the asset classes – equity, fixed income, structured products, real estate, FX and commodities
- Assure adherence to the guidelines set by the bank
- Liaison with operations team to resolve queries and revenue generation
- Product due diligence to understand the qualitative aspects of the products
- Be up-to-date with equity and debt markets by going through investment reports/concall
- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
- Financial goal setting and planning and prepare investment proposals for the clients
- Ensuring highest levels of customer service to the customer acquired
Qualification & Experience:
- Graduate – Any
- Post Graduate – Any MBA
- Experience of Minimum of 14 years.
Job Details:
Company: IDFC
Vacancy Type: Full Time
Job Location: Madurai, Tamil Nadu, IN
Application Deadline: N/A
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