- Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients. (Product Sales- Shares, stock, commodity, currency, Mutual Funds, Demat Accounts, SIP)
- Maintaining strong client relationships and generate revenue from preferred clients.
- Field work
- Responsible for Revenue Generation
- Responsible for Client Acquisition
- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation, and Product Sales
Responsibilities and Duties
Team player.
Sales
Business Development
Stock Market
Mutual Fund
Demat
Equity
Derivatives.
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