Key Job Responsibilities -
1. Acquire quality clients through networking, database, market intelligence, and references from existing clients.
2. Generate cross-sell revenue through Financial Planning.
3. Promote Focus Product of the month
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
6. Liaison with Central Dealing Desk for revenue generation and query resolution.
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulators and organization guidelines.
9. Maintain the brand image of the organization.
Work experience Min 0.6 -4 years experience
Keyskills: dmat cross selling revenue generation
Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at ...