Job Description

Responsible for revenue generation via introducing new clients by dealing in equity/Mutual Funds/Franchising. Business/ Operational/ Functional/ Financial Perspective Acquire quality clients through networking, data base, market intelligence and references from existing clients. Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing.
Generating Leads through cold calling and references. Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning. Introduce new clients to Relationship Manager Dealing for hassle free transactions and services.
Maintain records of business on internal software.

Skills Required: Sales,Advisory,Banking, Financial Services,Customer Relationship,Revenue Generation,Equity Dealing