Job Description

department
ARMG
department_code
A3
location
Mumbai
openings
5
age
Age up to 35 Years
qualification
Any Graduate in Any Specialization
experience
1-3 years
responsibilities

Client Acquisition & Onboarding

+ Source and acquire new clients for equity, derivatives, commodities, and other financial instruments.
+ Guide clients through the onboarding process, explaining trading systems and ensuring seamless KYC and documentation.

Relationship Management & Revenue Growth

+ Build and nurture long-term relationships with clients based on trust, transparency, and consistent value addition.
+ Regularly engage with clients to understand investment goals and align them with appropriate products and strategies.
+ Achieve business targets including revenue generation, AUM growth, and client retention.

Product Advisory & Cross-Selling

+ Promote the company's full suite of financial products including mutual funds, bonds, insurance, and PMS offerings.
+ Leverage client interactions to identify cross-selling opportunities and create additional revenue streams.

Trade Execution & Support

+ Collaborate with the dealing team to execute trades efficiently and accurately.
+ Provide clients with timely trade confirmations, portfolio reports, and relevant market insights.

Client Service & Engagement

+ Act as a single point of contact for all client needs, addressing queries related to portfolio management, platforms, and market movements.