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Job Location | Vadodara |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Education / Training |
Functional Area | General / Other Software |
EmploymentType | Full-time |
The HNI RM shall be responsible for, but not limited to the following: 1. Monitoring and recommending profitable investment and trading opportunities to HNI Clients. 2. Regularly follow up with Partners for Active their Terminals everyday and generate good brokerage 3. As per company requirement New Client Acquisition, Mutual Funds, Life Insurance, General Insurance, PMS products sourcing from Partners 4. Managing all sales related activities, organizing Investor Awareness programs. 5. Handling a high volume of customer enquiries with providing a high quality service. 6. Acquisition of min 3 broking accounts in a month with 5 lacs of margin {Stock transfers/Cash margin} 7. TPP Products like PMS, Structure products, MF etc ,
Keyskills :
marketingenquiries brokingnew client acquisition tpp sourcingcustomer relations insur