23 Oct
|
Quick Turtle
|
Kolkata
23 Oct
Quick Turtle
Kolkata
Responsibilities
Execute trades on behalf of clients, aligning with their investment strategies and preferences.
Provide our research advisory to the clients based on the client profile to generate income and build MTF book.
Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares.
Acquire current clients with ticket size of L To Lac, while maintaining and nurturing long-term relationships with existing clients.
Conduct client meetings to review portfolio performance.
📌 Pcg Advisor Kolkata
🏢 Quick Turtle
📍 Kolkata