1 - 2 years
0 Lacs
Posted:6 days ago|
Platform:
On-site
Full Time
1) Managing of 3000 to 5000 customers per dealer.
2) To achieve healthy revenues without compromising on clients profitability.
3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
4) Propose investment options based on customer needs by assessing their risk appetite.
5) Support the client decision making with use of technology enabled tools
6) Develop Knowledge of market news, financial trends and current affairs
7) Analyze customer portfolio & give appropriate advice
8) Responsible to ensure all activities are in adherence as per Compliance & Risk.
9) Assist in increasing depth in existing relationships
Apex Services. Hiring For One of the leading broking firm
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4e-05 - 0.0001 Lacs P.A.
4e-05 - 0.0001 Lacs P.A.
