Analyst/Snr Officer, Sales Assistance(ARM), T&D, CBG
Core
Provide administrative and sales support to Relationship Managers to facilitate client acquisition, relationship maintenance, and transaction execution.
Role type
Sales Operations Analyst / Client Support Officer
Builds
Client accounts and financial portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, transaction execution, account opening, financial portfolio review, regulatory compliance, internal coordination
Preferred skills
regulatory licensing, wealth management experience
Responsibilities
Facilitate client acquisition and relationship maintenance, Execute client transactions and account openings, Address client queries, Adhere to regulatory requirements, Coordinate with internal teams to resolve service issues
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