11 Oct
|
Veerwal Getwork Services
|
Faridabad
11 Oct
Veerwal Getwork Services
Faridabad
Key Responsibilities:
- Acquire, manage and deepen relationships with Affluent/HNI clients.
- Handle equity dealing, including execution of buy/sell orders and client trade requirements.
- Advise clients on equity markets, investment opportunities and suitable strategies.
- Sell and cross-sell Mutual Funds, PMS, AIF, Bonds, NCDs, Insurance, FD and other wealth products.
- Generate AUM, revenue and brokerage through existing and recent client relationships.
- Conduct portfolio reviews and identify investment/product opportunities.
- Increase client wallet share through effective cross-selling and relationship management.
- Ensure accurate execution of transactions and adherence to compliance and risk guidelines.
📌 Equity Relationship Manager (Faridabad)
🏢 Veerwal Getwork Services
📍 Faridabad