Promote the company's product& services.
To ensure quality parameters are met & TAT to respond to the customer is maintained.
Maintain client relationship& provide them best service.
Maintain relationship with allotted clients by proactive advisory and prompt support services.
All cross selling products such as Mutual Funds / PMS / Debt are available to branch and efforts should be made to market all products irrespective of weight age in goal sheet or Incentive Policy.
Dealer / RM shall be responsible for Systematic Trading, Collections and Risk for clients mapped under him. Also, he will ensure that all these are executed at micro level.
Daily/Weekly reporting.
All types of RMS. Compliance alert to check &Respond.
Self Visit/Meetings to customers.
Department
BUSINESS DEVELOPMENT
Locations
Vadodara
Qualfication
Graduate / Master, NISM Certificate must
Experience
8+ Years
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