Digital Business - Team Member Onboarding - West

<div class="section-heading" style="font-size:16px;line-height:2rem;color:rgb(33,34,35);margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;">Job Description</div><div class="job-description-container" style="font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;font-size:16px;"><div class="job-description-value" style="font-size:0.875rem;line-height:1.25rem;"><p class="MsoNormal" style="margin-bottom:1rem;background-size:initial;"><span style="font-weight:bolder;"><u><span style="font-family:Roboto;">Job Role</span></u></span></p><ul type="disc"><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Onboarding of newly acquired clients.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">To activate the clients by using our various platforms.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Should focus on overall portfolio growth, client activity ratio and quality of information delivered.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Propose investment options based on customer needs by assessing their risk appetite.</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Support the client decision making with use of technology enabled tools in scalable way</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Develop Knowledge of market news, financial trends, current affairs and data points</span></li><li class="MsoNormal" style="background-size:initial;"><span style="font-family:Roboto;">Responsible to ensure all activities are in adherence as per Compliance & Risk.</span></li></ul><p class="MsoListParagraph" style="margin-bottom:1rem;text-indent:-18pt;background-size:initial;"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:Roboto;">Participate in various on desk campaigns to make them successful</span></p></div></div>