Posted:2 months ago|
Platform:
Work from Office
Full Time
Ctc - 5.00 Lpa Budget
Experience- 1 yrs +
Qualification - Post Graduate/Graduate / NISM / NCFM as applicable
Advising HNI & Retail clients on Equity, Derivatives, currency Markets. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Should be presentable with good communication & convincing skill.
HR Jyoti
6265143779
Dreams Solution
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