Khushboo Shah

Relationship ManagerFull Time

• Job Details: To identify and develop new business segments and geographical areas to generate business opportunities.  Provide the customer with various investment avenues and advising them on asset allocation.  To analyze the customers risk appetite, time horizon and provide them advisory services.  Procuring & soliciting business from Internal and external customers.  Continue working with the spirit of team work and integrity. Coordinating and Working with the team without any time constraints  Understanding the client profile through the process of "Need Analysis".  To provide support and designing of a sound Insurance proposal for the clients with conformance to their requirements.  Advising HNI clients on different portfolio scheme based on their financial requirements.  Doing every work to create Customer satisfaction which forms the main motive of the deal.  Adhering to code of conduct and sales practices in the best interest of organization.  Adhere to regulations applicable to insurance broking activities.  Maintaining confidentiality of client’s information.  Assisting Client in Premium payment & Claim Settlement activities.

Associate Relationship ManagerFull Time

• Job Details: Timely Execution of MF Trades on behalf clients.  Complete knowledge of KYC  Processing KYC’s of Individual/Corporate/Partnership Firm/HUF/NRI  Handling HNI clients  Calling clients.  Meetings client.  Handling Franchise and getting business from them.  Handle clients & franchise queries.  Maintaining existing customers and getting business from them.  Solving customer quires & Maintaining Relationship.  Back office work and other activities.