8 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 3.60 LPA
KYC and MIS experience
OPENING DEMAT AND TRADING ACCOUNTONLINE MODIFICATION & REACTIVATIONNEW CLIENT KYC, KRA, UCCUPLOADING UCC IN EXCHANGES (BSE, NSE, MCX)MODIFICATION OF DP AND TRADING ACCOUNT (BANK, MAIL, NUMBER, ADDRESS, INCOME, POA, NEW SEGMENT)CHEQUE ENTRY (ACCOUNTS)MONTHLY UCC DATA AUDIT (NSE/BSE/MCX)CO-ORDINATE WITH AUTORISED PERSONS AND CLIENT FOR HANDEL THEIR QUERIES
WEEKLY ENHANCED, ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Relationship ManagerJob description:• New client acquisition, building new relationships and increasing depth in existing relationships with clients. • Selling online broking accounts- Demat account, trading account.• Identifying customer needs, assessing their appetite and providing them investment options.• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.• Achieving targets ...