01Overview
Job Responsibilities
Place equity orders on behalf of clients.
Provide investment advice based on clients' financial goals and risk profile.
Cross-sell financial products such as Mutual Funds, SIPs, PMS, Insurance, Bonds, Fixed Deposits, AIFs, Unlisted Shares, and other investment solutions.
Acquire recent clients and build long-term relationships.
Retain existing clients by providing quality service and regular follow-ups.
Meet clients to understand their investment needs and offer suitable financial solutions.
Grow Assets Under Management (AUM) by increasing client investments.
Stay updated with market trends and investment prospects. .
