Assistant Manager - Product (Fresher)

• Client Outreach: Conduct outbound calls to clients who have purchased wealth management products, ensuring they are aware of the key features and benefits of the products theyve invested in. Including investment options, returns, associated risks, and relevant terms or conditions.
• Client Education: Provide clients with additional information and answer any questions they may have regarding their investment products. Help guide them through any necessary steps or clarifications, enhancing their understanding of wealth management products.
• Customer Relationship Management: Build and maintain positive client relationships by delivering excellent customer service. Ensure clients feel comfortable, informed, and confident about their investment choices.
• Feedback Collection: Gather client feedback on their understanding of the product, noting any concerns or points of confusion. For complex issues, escalate to the relevant team members for resolution and further learning.
• Data Entry & Documentation: Accurately document client interactions, feedback, and necessary follow-up actions in the CRM system. Ensure all records are up-to-date and reflect the current status of each client’s understanding.
• Compliance & Accuracy: Ensure that all communication adheres to company policies and regulatory requirements. Maintain professionalism in all client interactions and ensure product information shared is accurate and aligned with company guidelines.
• Reporting: Provide regular updates on client interactions, including frequently asked questions, concerns raised, and any opportunities for client engagement or additional education on investment products.

Learning Opportunities:

• Gain in-depth knowledge of various investment products and services offered by InCred Premier, including mutual funds, equities, fixed income, and alternative investments.
• Develop a strong understanding of client needs and the financial products that best address those needs.
• Work closely with experienced wealth management professionals and have opportunities for training, mentorship, and career growth within the industry.