15 Oct
|
Quick Turtle
|
Rajkot
15 Oct
Quick Turtle
Rajkot
Experience: 3 to 5 years in stock broking firms.
Responsibilities
- 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 L To Lac, while maintaining and nurturing long-term relationships with existing clients.
- Conduct client meetings to review portfolio performance.
📌 PCG (Private Client Group) Advisor (Rajkot)
🏢 Quick Turtle
📍 Rajkot