Posted:2 months ago|
Platform:
Work from Office
Full Time
2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired
3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries
5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients
6) Constant efforts on direct databases for activation reactivation retention of clients
7) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, Corporate FD, Insurance, PMS - Portfolio Management Services, AIF, Equity Advisory.
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