Roles and Responsibilities
New Client Acquisition (Equity and Wealth) and generating revenue from them.
• Client dealing ,Negotiations, relations building
• Managing portfolio of HNI clients
• Generating revenue through
• Direct and Channel Sales (Sub brokers )
• Empanelment of new Sub-brokers / referral partners.
• Activation of existing inactive clients and sub-brokers
• Client support and service.
• Meeting with client and those who interested for sub-broker ship.
Qualifications and Skills:
• Minimum Graduates with more than 1 year experience.
• Certification of NISM/NCFM/AMFI
• Proficiency in Microsoft Office word, excel and power point applications.
• Good Command over English & Hindi language, written and verbal both.
• Excellent communication and interpersonal skills.
Mehsana, Bhopal, Indore, Hyderabad/Secunderabad, Pune
Skills Required: Sales,Mutual Funds
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