17 Sep
|
Quick Turtle
|
Ahmedabad
17 Sep
Quick Turtle
Ahmedabad
- Execute trades on behalf of clients, aligning with their investment strategies and preferences.
- Provide our research advisory to the clients based on the client profile to generate income and build MTF book.
- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares.
- Acquire current clients with ticket size of Rs.
- 15 L To Rs.25Lac, while maintaining and nurturing long-term relationships with existing clients.
- Conduct client meetings to review portfolio performance.
Location - Ahmedabad, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Rajkot, Surat, Mumbai, Telangana, Pune, Jaipur, Vadodra.
📌 PCG (Private Client Group) Advisor (Ahmedabad)
🏢 Quick Turtle
📍 Ahmedabad