Walk-in Drive
1 week ago
Role & responsibilities
- Acquire quality clients through networking, database, market intelligence, and references from existing clients.
- Generate Cross Sell revenue through Financial Planning.
- Promote Focus Product of the month
- Maintain records of business on internal software.
- Induct new clients to the Central Dealing Desk for smooth interaction and services.
- Liaison with Central Dealing Desk for revenue generation and query resolution.
- Conduct activities for Client Acquisition and Financial Planning.
- Ensure compliance as per various regulator and organization guidelines.
- Maintain the brand image of the organization.
Preferred candidate profile
- Market Intelligence - Identify potential threats and opportunities.
- Maintain a congenial work environment.
- Maintain the brand image of the organization.
- Min 2 - 8 years experience
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