2 - 7 years
2 - 6 Lacs
Posted:3 weeks ago|
Platform:
Work from Office
Full Time
•Execute trades on behalf of clients, aligning with their investment strategies and preferences.
•Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
•Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
•Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
•Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.
Saaki Argus And Averil Consulting
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