17 Oct
|
Acme Services
|
Mumbai
17 Oct
Acme Services
Mumbai
As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.
Revenue generation
Responsible to generate brokerage primarily through advising clients on their portfolio.
Responsible for acquiring recent Clients from the Market.
Ability to cross sell third party products like Motor Insurance, Life insurance,
Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development
Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
Focus on generating current business and building client networks.
Compliance
Maintain a high level of compliance as per company norms.
NISM 8 Mandatory
📌 Rm Dealer Mumbai
🏢 Acme Services
📍 Mumbai