Roles And Responsibilities
• Acquire current accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
• Actively prospect and engage in client acquisition efforts to grow the business.
• Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
• Perform regular portfolio reviews to ensure client investment objectives are met.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• Profiling clients by conducting in depth review of client's financial requirements,
analysing information & recommending portfolios. Required Candidate Profile
• 2-3 Years experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Their role includes activating clients through effective client meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue.
• Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.