Posted:2 months ago| Platform:
Work from Office
Full Time
Role & responsibilities Punching orders on behalf of clients after their consent. To generate brokerage through advising clients on their equity portfolio. To handle HNI clients & guide them about Investment Products Business analysis and business development by giving training and seminars. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds. Business targets and regular review along with Joint meetings Handling client investments and their portfolio. Cross selling of other products like Mutual fund, PMS, SIP, Corporate Bonds, FD, etc. Preferred candidate profile Localite of the locations Perks and benefits GPA+ Term Insurance, Mobile and Travel reimbursement and lucrative incentives.
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