The role will also involve handling Mutual Fund and SIP (Systematic Investment Plan) related activities, including client education, onboarding, and service support.
Responsibilities:
Visit clients in the field to explain equity broking services
Generate recent leads and acquire clients
Build and maintain robust client relationships
Assist clients with account opening and documentation
Coordinate with internal teams for smooth onboarding
Handle basic client queries related to trading services
Achieve monthly targets for client acquisition and business growth
Submit daily/weekly field activity reports
Pay: ₹10,000.00 - ₹18,000.00 per month
Work Location: In person
📌 Field Relationship Officer Vadodara
🏢 PPS Anantams
📍 Vadodara
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