- – Manage data stewardship and ensure accurate fund accounting processes.
- – Process corporate actions and swaps, recording transactions in the system.
- – Prepare daily asset mix reports and address related queries effectively.
- – Build exceptional customer experiences to drive repeat business and loyalty.
- – Connect customers with the right devices and services to meet their needs.
- – Achieve sales targets through product knowledge and effective communication skills.
- – Drive client acquisition and retention, achieving 95%+ retention rates.
- – Identify and close new business opportunities, managing the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.