· Advise client’s on their portfolio with various niche global investment strategies. · Help clients with Asset Allocation and Portfolio Rebalancing techniques · Work on new clients acquisition and multiple broking platforms handling · Explain our new and existing services and products to the clients · Advise and do cross-selling and do reactivation of clients via investment products like mutual fund, SIP, Insurance, PMS, and other structure products, etc · Handle account opening/client on boarding operations. · Make daily, weekly, and monthly reports · Stay constantly updated with the market knowledge
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