31 Oct
|
Oracle Capital Services
|
Mumbai
31 Oct
Oracle Capital Services
Mumbai
· Provide opportunities to educate clients about the financial products
· Advise client’s on their portfolio with various niche global investment strategies.
· Help clients with Asset Allocation and Portfolio Rebalancing techniques
· Work on current clients acquisition and multiple broking platforms handling
· Explain our new and existing services and products to the clients
· Advise and do cross-selling and do reactivation of clients via investment products like mutual fund, SIP, Insurance, PMS, and other structure products, etc
· Handle account opening/client on boarding operations.
· Make daily, weekly, and monthly reports
· Stay constantly updated with the market knowledge
📌 Business Development & Sales Executive (Mumbai)
🏢 Oracle Capital Services
📍 Mumbai