CSE- Wealth Management

Profile

CSE- Wealth Management (Delhi/ Chandigarh/ Ludhiana/ Kolkata/ Bhubaneshwar)
The incumbent would be responsible for providing wealth management service to select client group ( PCG – I) in order to ensure that PCG business not only grows and achieves budgeted target, but also creates a name for BSDL as a wealth management service provider. Responsibilties would include:
• Maintain contact with clients, ensure clients functional service requirements, sustain good client relationship and help acquire new clients
• Ensure timely procurement and delivery of forms and cheques, keep records of transactions, enter transaction details into system in order to ensure smooth transaction processing
• Collate and present data to immediate superior, prepare weekly / monthly reports for decision making
• Update client portfolios on regular basis/ on demand, inform Clients about the updates, in order to provide a value added service to clients. Smooth functioning of Portfolio Tracker with timely folio mapping

Company info

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