Job Responsibility:

• To identify and acquire the customers.
• Maintaining the relationship with the customers.
• Retention of customers
• Cross-sell the investment party products
• Acquiring new and prospective customers Understanding the requirements of the prospect.
• Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run.
• Generate revenues and AUM for the company as per the expectation
• Give high priority service to the customers as per the company processes
• Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.