About the role
Job Description:
- Managing 150 to 200 potential leads of customers per day.
- Should have complete knowledge about MF,EQUITY
- Good communication skills.
- Sharing investment ideas to the clients based on their needs.
- Generating revenues without compromising on clients risk and profitability.
- Should develop knowledge of market news, financial trends and current affairs.
- Analyze customer portfolio & give appropriate advice
- Responsible to ensure all activities are in adherence as per Compliance & Risk