- Maintaining the relationship with the customers.
- To cross-sell the investment party products.
- Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
- Generate revenues and AUM for the company as per the expectation.
- To ensure to reach the revenue target. Acquiring current and prospective customers Understanding the requirements of the prospect.
📌 Relationship Manager / Wealth Manager / Sales Manager (West Bengal)
🏢 Globe Capital
📍 West Bengal
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