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 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