• Citizen

• Full Time

• Direct Hire

• UG :- - Not Required

• PG :- - Not Required

• 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 anjanamathew@rathi.com or call8951380792