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2 Client Advising Jobs

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1.0 - 5.0 years

3 - 7 Lacs

Pune

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Naukri logo

Roles and Responsibility Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions. Conduct thorough analysis of client financial data to identify trends and opportunities for improvement. Collaborate with internal teams to develop and implement effective sales strategies. Provide expert advice on investment products and services to clients. Build and maintain a network of contacts within the industry to stay informed about market trends. Identify and pursue new business opportunities to drive revenue growth. Job Requirements Strong knowledge of the retail industry and its trends. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with investment products and services is an asset. Ability to build and maintain strong relationships with clients.

Posted 23 hours ago

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5 - 9 years

5 - 15 Lacs

Mumbai, Ahmedabad, Surat

Work from Office

Naukri logo

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention greayer than Rs.25 Lac through networking, database, market intelligence and references from existing client Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra,

Posted 1 month ago

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