- Build and maintain long-term relationships with clients, focusing on both acquiring recent 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 new 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