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Financial Advisor in Mumbai

0 years

0 Lacs

Mumbai Metropolitan Region

Posted:1 week ago| Platform: Linkedin logo

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Skills Required

networking prospecting pipeline reports management finance trading

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities Manage executed buy and sell orders for stocks and securities on behalf of clients, ensuring timely and accurate trade execution Generate leads through various methods, including cold calling, networking, attending industry events, and leveraging online platforms Maintain accurate records of sales activities, including client interactions, prospecting efforts, and sales pipeline, and provide regular reports to management Work on taking PPT for investors regularly About Company: Millennium Money Finance is a sub-broker of profitmart securities & angel broking. We provide trading, advising, stocks, financial services, and income tax services. Show more Show less

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