07 Nov
|
Quick Turtle
|
India
07 Nov
Quick Turtle
India
Experience: 3 to 5 years in stock broking firms.
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 Private Client Group Advisor Rajkot (India)
🏢 Quick Turtle
📍 India