Roles and Responsibilities
Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
Conduct meeting with clients as part of client servicing and cross selling other financial product
Understand the market updates for the day to provide accurate information to the client
Profile customers based on their investment trends and past record available with us
Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation.
Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
Pitch clients for other investment products offered by the company
To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.
Update clients visit and all other communication with the client in the CRM software
Work towards building network and expanding client base.
Years of Experience : 6months and above
Qualification : Any Graduate
Certification : NISM Series 8 vailidy
If you find this opening suitable then kindly send your Updated CV on Sushma.chimlangi ventura1.com