· Profiling Clients & suggesting financial products like Equity, Commodity, F&O;, Mutual funds to meet customer needs as per their risk appetite.
· Responsible for activation of ALGO trading account of clients, assisting recent entrants in the equity market to understand the dynamics of ALGO trading.
· Placing orders on behalf of clients based on Clients request. Update client for order and trade on recorded line after / during market hours.
· Achieving the business target assigned in terms of generating revenue,
· Activate dormant clients and Ensure regular client meetings.
· Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other IIFL products to the existing set of customers.
Pay: ₹15,000.00 - ₹30,000.00 per month
Work Location: In person
📌 Relationship Manager (Udaipur)
🏢 Smart Advisions India
📍 Udaipur
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