Roles and Responsibilities
Roles and Responsibilities:
-1.Acquire quality clients through networking, database, market intelligence and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning.
3. Promote Focus Product of the month.
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
6. Liaison with Central Dealing Desk for revenue generation and query resolution.
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulator and organization guidelines.
9. Maintain the brand image of the organization.
10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.
Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college.
Experience: - Minimum 2 to 8 yrs
Note: Preferably from BFSI/ NBFC Industry
Interested candidates can send updates cv to sm*********a@ra**i.com or call 9405610***

Keyskills: New Client Acquisition Relationship Management Revenue Generation Dealer Sales Sales Cross Selling Client Acquisition Currency Trading Financial Markets Equity Trading HNI Client Handling
Anand Rathi Group is one of India¢¢¢¢s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insur...