Assistant Manager at Neo Wealth Management Pvt Ltd
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Customer Service Role - BFSI (5-19 yrs)
Summary :
The incumbent will be responsible for processing client requests, resolving inquires and documenting key client information. The role will take care of onboarding new client accounts and maintaining their documentations.
- Maintain existing client relationships through the processing of client requests,resolving client inquiries, and making sure key client information and documentation is up to date.
- Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
- Onboard new client accounts, which includes the collection of required documentation and client information.
- Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
- Prepare financial reports, spreadsheets, and other materials for client meetings.
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.
- Proactively participate in firm initiatives directed by local management.
- Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.
- Input orders on behalf of Financial Advisor.
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.
