Role & responsibilities
Managing 150 to 200 potential leads of customers per day.
Should have complete knowledge about MF,EQUITY
Positive communication skills.
Sharing investment ideas to the clients based on their needs.
Generating revenues without compromising on clients risk and profitability.
Should develop knowledge of market news, financial trends and current affairs.
Analyze customer portfolio & give appropriate advice
Responsible to ensure all activities are in adherence as per Compliance & Risk