01Key Responsibilities
Engage with High-Net-Worth Individuals (HNI) and other clients after receiving leads. Conduct phone calls and, when necessary, arrange in-person meetings at the office for deeper understanding. Maintain detailed client information using MIS (Management Information System). Analyze clients' financial profiles to provide personalized advice. Offer clients the best financial instruments and services based on their individual needs and financial goals Stay informed about the company's financial products and services to advise clients effectively. Address and resolve any client escalations or concerns in a timely manner. Coordinate with Branch Managers and other financial advisors from the 11+ partner banks to ensure seamless service for clients. Keep track of daily tasks and update all activities in the companys CRM system. Safeguard and maintain clients' financial documents throughout the process. Stay informed of changes in RBI and banking guidelines by regularly reviewing bank news portals. Maintain communication with both clients and bankers, ensuring smooth loan disbursement and payment processing. Keep updated on the latest banking norms and policies to provide accurate information to clients. Maintain strong relationships with existing clients and foster new ones to build long- term business connections. Address client queries and resolve any doubts regarding financial products and loan processes. Monitor the progress of clients' loan applications and ensure timely updates on their status. Serve as a representative of multiple banks and Non-Banking Financial Companies (NBFCs) and communicate their policies to clients. Act as the main point of contact, facilitating communication between clients and banks to ensure smooth financial transactions. .
