Posted:1 week ago|
Platform:
Work from Office
Full Time
As part of the retail distribution team, the role holder is responsible to provide compliant
financial advisory services to clients and manage their portfolio.Revenue generation Responsible to generate brokerage primarily through advising clients on theirportfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance,Health insurance, SIPs, Mutual Funds, PMS etc.Client network development Develop and maintain a long-term relationship with customers and maintain ahigh level of retention of client base. Focus on generating new business and building client networks.Compliance Maintain a high level of compliance as per company norms.
NISM 8 Mandatory
ACME SERVICES PRIVATE LIMITED
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