Relationship Manager / Wealth Manager - Equity Sales
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.