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Renowned financial company jobs - Advisor Retail- executive

Advisor Retail- Executive

Renowned financial company

location

experience

Fresher

salary

Salary not disclosed

qualification

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Posted: 1 Year ago

Views: 2

Applications: 2

Openings: 1

Job Description

Generate brokerage primarily through advising clients.

Maintain a long term relationship with customers.

Keeping the clients updated on their orders.

Crossing selling third party products like Mutual fund, SIP, and PMS

Handling Outbound and Inbound calls to generate revenue

Punching trades in the terminal, Reaching maximum clients mapped, Selling Advisory Products to clients

Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.

In-depth knowledge of Stocks, Bonds, Mutual funds.

Cross Selling & Up selling of various products and offering.

Visit to franchisee on monthly basis.

Coordination with different department for smooth processing of transaction.

Generation of brokerage.

Generation of revenue via cross selling other products and services.

Job Particulars

Role Retail / Store Executive

EducationB.Com

Who can applyFreshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id942726

Job Category Retail

StateMaharashtra

Country India

About Company

Renowned financial company

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