This is a consultative sales role. The main purpose of the role is to acquire customers for their Demat and Share trading accounts as well as for investments in Stock markets as well as other investment products. Job responsibility Client acquisition, building a pipeline of clients & prospecting. Maintain relationships, building new relationships and increasing depth in existing customers by resolving ...
Financial Advisor: Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer
self-updated on the financial markets and in advisory products / services in particular. Financial Advisor: The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships. Acquire new clients
Recruiting agents, training these agents for selling insurance policies, manage the team of agents, meeting clients & achieving targets. will get old agents of the company to Handle + You will also have to make new agents & advisors who will work on
1. Would be responsible to handle the branch activities. 2. Would be responsible to handle a team of Equity advisors, RM dealers & commodity advisors. 3. Would be responsible for revenue generation & profit for the branch. 4. Would be responsible to acquire & build relationship with high