To achieve the branch income and client acquisition target through the sale of financial products.
Financial Advisory Role which includes Client Servicing and Client Acquisition
Maintaining relationship with existing clients as well as developing new business
Opening new Demat A/ c
Responsible for revenue generation in terms of brokerage
Advise HNIs on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short/ medium term
Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT)
Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business
Achieve targets for Sales, Revenue and Profitability within a given time-frame (weekly, monthly & quarterly)
Must be a Graduate
Good Communication skills
Should be able to perform under pressure
Should have at least six months of experience in the same vertical
Candidates from broking industry only need to come for interview
Should be go getter and self starter
Should have good cliental base.
Should have good knowledge about equity market.