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