Role & responsibilities
- Managing 150 to 200 potential leads of customers per day.•
- Should have complete knowledge about MF,EQUITY•
- Valuable 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