- Responsible to generate brokerage primarily through advising clients on their equity portfolio
- Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
- Will need to be constantly updated with the market knowledge
- Ensure all the activities are in adherence as per compliance and risk.
- Dealing and keeping the clients updated on their orders
- Crossing selling and Reactivation of clients via Investment products like Mutual fund, SIP, Insurance, PMS, and other structure products etc.
- Going for client meetings for conversion and maintaining good relationship. (personal/wataspp video call/zoom)
- Graduate in any stream.
- Excellent communications is a prerequisite for this profile
- Sales Attitude
- Long term committment
Karnal, Sonipat, Rohtak, Gurgaon, Delhi, Faridabad.