Relationship Manager
Key Responsibilities: Build and maintain strong relationships with high-net-worth clients. Understand client needs and provide tailored financial solutions. Cross-sell and up-sell wealth management products like Mutual Funds, PMS, Insurance, Bonds, Corporate FDs, and NCDs. Conduct periodic portfolio reviews and provide investment advice aligned with client goals. Identify opportunities to acquire new clients and expand the client base. Ensure client queries …
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RM Equity Dealer
Key Responsibilities: Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCD’s and etc. Monitor client exposure limits. Solving queries of the …
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Senior Admission Counsellor
Key Responsibilities: Engage with assigned leads and promptly initiate contact through the auto dialer system. Qualify leads by assessing their interest, needs, and eligibility programs. Build rapport, credibility and establish trust with leads through effective communication and active listening. Schedule Video Counselling VC sessions with Admission Counsellors for qualified leads. Coordinate schedules and ensure smooth communication between leads and Admission …
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PCG Advisor – Equity
Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client’s & solving it within TAT. Acquiring new clients & …
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