Job Description
Roles And Responsibilities
- Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
- Actively prospect and engage in client acquisition efforts to grow the business.
- Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
- Perform regular portfolio reviews to ensure client investment objectives are met.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- 2-3 Years experience in providing financial servi...
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