Required Skills

New Client Acquisition Relationship Management Revenue Generation Dealer Sales Sales Cross Selling Client Acquisition Currency Trading

Work Authorization

  • Citizen

Preferred Employment

  • Full Time

Employment Type

  • Direct Hire

education qualification

  • UG :- - Not Required

  • PG :- - Not Required

Other Information

  • No of position :- ( 1 )

  • Post :- 22nd Aug 2022


Roles and Responsibilities

Roles and Responsibilities:

-1.Acquire quality clients through networking, database, market intelligence and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning.
3. Promote Focus Product of the month.
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
6. Liaison with Central Dealing Desk for revenue generation and query resolution.
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulator and organization guidelines.
9. Maintain the brand image of the organization.
10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.

Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college.
Experience: - Minimum 2 to 8 yrs

Note: Preferably from BFSI/ NBFC Industry

Interested candidates can send updates cv to or call8951380792

Company Information