Role & Responsibility :- The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets. - Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue. - Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. - Additionally, client profiling is an integral part.- Advising HNI & Retail clients on Equity, Derivatives, currency Markets.- Creation of revenue & Activation of clients through effective Advisory.- Cross selling of other products like Mutual fund, Bonds, PMS, Insurance.- Trade order on Behalf of client. - New client acquisition Note : NISM 8 Certificate Compulsory (ref:updazz.com)
updazz .com
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