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Equity Dealer- NRI Client Base

3 - 5 years

5 - 10 Lacs

Posted:1 month ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Advise NRI clients on their equity investments, providing insights into current market trends. Handle queries and complaints from NRI clients, ensuring timely resolution. Develop and maintain long-term relationships with NRI clients to foster trust and engagement. Manage NRI client portfolios and generate brokerage through effective portfolio management. Execute trades on behalf of NRI clients while maintaining regular communication to understand their investment needs. Cross-sell equity financial products, including Mutual Funds and PMS, to meet client financial goals. Ensure high levels of client activation and retention to maximize active clientele.

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Printing Services

Nashville Tennessee

11-50 Employees

43 Jobs

    Key People

  • Sandeep Bhikchandani

    Chief Executive Officer
  • Ravi B. Shukla

    Head of Marketing

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