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Equity Advisor
2 weeks ago
Job Role- Equity Advisor/ Dealer
Job Description-
1. Placing orders on behalf of customers
2. Providing advisory services- AUM product penetration
3. Cross selling of third party investment products( Insurance, MF, PMS, SIP's, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
4. New Client Acquisition & retention
5. Client Meeting