1. Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them.... Candidate Should be NISM equity & derivatives certified4. Graduate/Post Graduate with minimum 1-2yrs experience in Equities...
Key Responsibilities :1. Client Relationship Management & Revenue:- Acquire & onboard new clients; present and explain... through upselling, cross-selling, and fundraising from clients.2. Associate/Distributor Network Development:- Identify, source...
.2. Investment Recommendations:Assess clients' financial goals and risk appetite to provide tailored investment solutions... outreach.- Develop and implement strategies to meet or exceed sales targets and business objectives.4. Market Insights...
with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Key... Deliverables:1) Critical:- Analyze financial information obtain from clients to determine strategies for meeting clients financial...