Job Detail

Roles & Responsibilities:

  • Acquisition of new clients and formulating strategies to increase the client base.
  • Dealing and servicing of existing clients.
  • Preparation and execution of Financial assessments.
  • Conducting Regular portfolio review of the clients.
  • Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
  • Approaching need based product to the clients through Financial assessment.
  • Generating the revenue primarily through core products.
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