23 Oct
|
Quick Turtle
|
New Delhi
23 Oct
Quick Turtle
New Delhi
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 recent 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.
Experience
Exp - 3 Year To 5 Years in the Stock Broking firms
📌 Pcg Private Client Group Advisor New Delhi
🏢 Quick Turtle
📍 New Delhi