08 Nov
|
Quick Turtle
|
India
08 Nov
Quick Turtle
India
Job Summary
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 recent clients, while maintaining and nurturing long-term relationships with existing clients.
Conduct client meetings to review portfolio performance.
📌 Pcg Private Client Group Advisor Ahmedabad (India)
🏢 Quick Turtle
📍 India