Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP
New Client Acquisition & retention )
Preferred candidate profile
Experience:
- 15 years of experience in Equity Advisory, Broking, Wealth Management, or Financial Services,Terminal handling.order punching
- Freshers with NISM certification and robust knowledge of equity markets may also be considered.