Posted:2 hours ago|
Platform:
Work from Office
Full Time
Ctc- 6.50 Lpa
Experience -1 yrs + Banking/Broking/Financial Sales Background
Age- upto 38 yrs
Individual Role
Vertical Retail Sales
Qualification Graduate
Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
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