Business Partner @ Sharekhan Ltd By Bnp Paribas
Current Mentored and guided employees ensuring all were trained and updated in product knowledge and capable of performing assigned duties (Specially for Account Opening Team). Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High Net worth Clients. Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix. Performing trades for customers via phone/mobile or visiting customers. Responsible for cross selling other financial products via Life Insurance, Mutual Funds & other products. Timely completion of various Operational Processes such as Account Opening, Demat/Depository, KYC Procedures, Client Details Updation, Trade Processing and other procedural norms.
