
Walkin Interview For Equity Advisor- Amravati, Ahmednagar, Parbhani
2 days ago
Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani
Interested candidates can call on or share cv on
JD Relationship Manager- Dealing:-
As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.
Revenue generation
- Responsible to generate brokerage primarily through advising clients on their portfolio.
- Responsible to acquire new Clients from the Market.
- Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development
- Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
- Focus on generating new business and build client network.
Compliance
- Maintain high level of compliance as per company norms.
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