• Build and maintain long-term relationships with clients, focusing on both acquiring new clients (especially HNI and Ultra HNI) and retaining existing ones
• Liaise with internal departments to ensure quick resolution of client queries
• Advise clients on equity portfolios, provide investment recommendations, and execute stock trades on their behalf.
• Identify and pursue current business opportunities, including cross-selling financial products such as mutual funds, PMS, IPOs, and insurance.
• Monitor and analyze stock market trends to deliver timely, informed advice to clients
• Meet Non-Trading Customers and activate them.
• Ensure that the customer actively trades after opening the account.
• Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
• Achieve revenue and client activation targets through effective advisory and relationship management
• Attain through knowledge about stock market terms and trading practices

📌 Field Sales Executive (Agra)
🏢 RMoney
📍 Agra