Acquisition of broking account clients with 5 Lacs plus annual income category
Acquisition of AP / BR ( Sub - brokers , franchise , individual agents and remeissers ) in and around the city limits ,
driving broking & Mutual Fund business through those channel partners Broking income , Life Insurance , Health Insurance , Motor Insurance , Bonds & Mutual Funds
Ensuring compliance and audit requirements for the branch
Ensuring Mobile App ( Smart Trade & Wealth App ) downloads and activation and MTF , SLB business penetration in the customer base
Interested can share CV's to hidden_email
Contact : Swamanna
mobile No : hidden_mobile
Keyskills: portfolio management investment advisory mutual funds wealth management broking insurance dmat