Executive

5 months ago


Surat Gujarat, India Marwadi Shares and Finance Full time

Experience: 1-2 Years
- Educational Requirements: Graduate / MBA, NISM certified
- Company: Marwadi Shares and Finance Limited
- Location: Surat-Adajan - Gujarat
- New Client Acquisition through branches
- Meeting AUM targets as per the weighted AUM Matrix
- Cross sell Third party products
- Deliver exceptional customer experience in terms of pre-sales and post service.
- Carry out marketing initiatives in the location for more leads generation.
- Be updated on emerging markets and market shifts while being fully aware of new products and competition status**Skills**:

- Client Activation
- Sales
- Data Driven Approach
- Third party product Sales or Financial products


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