In this role you will retain existing Netherlands (NL) Institutional clients through proactive maintenance and development of relationships with both clients and their consultants.
You will build relationships with new clients won by the wider NL Institutional Business, cross sell to existing clients where possible and appropriate and participate in the origination of new business and the sales process.
How you'll spend your time...
Manage the book of clients you have responsibility for through:
- Understanding the client and their requirements
- Taking every opportunity to improve the client experience
- Delivery of SLA in respect of client tiering
- Ensure timely response to day to day queries
- Escalate issues as appropriate
- Communicate investment strategy ideas and market intelligence in a pro-active manner
You will be an advocate for the client within Columbia Threadneedle Investments and seek the status of "trusted adviser" with clients. You will Leverage the time and resources of the investment teams effectively and ensure Salesforce accurately reflects all client details, contact activity and pipeline
You will be expected to maintain up to date knowled...
Ameriprise India LLP
Ameriprise India LLP provides client-based financial solutions to help clients plan and achieve their financial objectives for 125 years
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