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A financial services company in Bengaluru is seeking a professional to manage client profiles in the Pre-IPO market. The role involves educating clients about Pre-IPO shares, daily and weekly follow-ups, and maintaining strong relationships with High Net Worth Individuals (HNI). The ideal candidate will assist clients in purchasing Pre-IPO shares and resolving their queries effectively.
Understanding the client profile, making him understand about the Pre-IPO market, proper follow-up on a daily, weekly basis. Assisting him in buying Pre-IPO shares, maintaining good relationships with HNI clients and helping them to get their queries solved.
Responsibilities include: