UDAIPUR · FULLTIME
Walk-in || Wealth Manager
Smart Advision India Pvt Ltd
Udaipur · onsite · Posted 5d ago
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₹2.5L - ₹5.0L PA0–3 yrsfulltimeUdaipur
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Section · 01
About this role
- Profiling Clients & suggesting financial products like Equity, Commodity, F&O, Mutual funds to meet customer needs as per their risk appetite.
- Responsible for activation of ALGO trading account of clients, assisting new entrants in the equity market to understand the dynamics of ALGO trading..
- Achieving the business target assigned in terms of generating revenue,
- Activate dormant clients and Ensure regular client meetings.
- Responsible for cross selling products like NCDs, IPOs, and other Fixed Income products to the existing set of customers.
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Section · 02
Skills
Acquisition SalesCommunication Skillsmarketing