Walk-in || Wealth Manager (Udaipur)

Walk-in || Wealth Manager (Udaipur)

15 Oct
|
Smart Advision India
|
Udaipur

15 Oct

Smart Advision India

Udaipur

- Profiling Clients & suggesting financial products like Equity, Commodity, F&O;, Mutual funds to meet customer needs as per their risk appetite.

- Responsible for activation of ALGO trading account of clients, assisting recent entrants in the equity market to understand the dynamics of ALGO trading..

- Achieving the business target assigned in terms of generating revenue,

- Activate dormant clients and Ensure regular client meetings.

- Responsible for cross selling products like NCDs, IPOs, and other Fixed Income products to the existing set of customers.

📌 Walk-in || Wealth Manager (Udaipur)
🏢 Smart Advision India
📍 Udaipur

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