Skills & Experience : Reqd. MBA
JOB DESCRIPTION:
1. To Acquire and build relationships with target Customers and
handling and reviewing their portfolios from time to time.
2. Open demat account.
3. Client Acquisition and Margin collection. Building up deeper relationships.
4. To escalate customer grievances and to resolve the same immediately
5. To study and monitor research reports in order to aid HNIs on price fluctuations, primary trend
6. To act as a 1st escalation point between the client and the company
7. Responsible for achieving targets as assigned by the organization on a monthly basis
Skills & Experience : Reqd. MBA
Job Description:
1. Accountable for acquisition of High net worth clients
2. Responsible for identifying customer needs and assessing their risk appetite
3. Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
4. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
5. Responsible for achieving targets as assigned by the organization on a monthly basis
6. Provide regular updates to the immediate superior as a when required
CAclubindia
