Designation: Senior Executive
Grade: 9 / 8
Reports to: Senior Manager
Job Profile :
Key Skills Required:
Effective and clear communication - both oral and written.
Integrity, Ability to establish trust, Excellent communication skills, Ability to work under time pressure and adhere to deadlines.
Technical (Software / IT related):
Strong on Excel, word
Key Role Responsibilities
- Resolving Queries within TAT
- Ensuring smooth execution of transactions â in-house PMS products etc.
- Retention of Clients
- Co-ordinating with Relationship Managers for Smooth Flow of their business
- Achieving Timely Completion of all business aspects
- Completing A/c Opening Documentation, Liaising with Ops & Banks for complete Process
- Co-ordinate with other constituents of the company for all aspects of investment transaction. Liaising with clients and distributors.
- Use our knowledge & help / guide clients with banking or investment needs other than Ambit related work, to help differentiate ourselves from other service providers
- Being a part of service & operations team to come up with new and innovative ideas for process improvement and implement these ideas to improve efficiency
Helping Clients with online access, documentation etc.
Desired Candidate Profile
TopGear Consultants Pvt Ltd.