Job Description

Roles And Responsibilities

  • Acquire new 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.

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