Minimum 14 A/Cs of 5 Lac of Initial Margin. Min 16 SIP (Net) of 5K per month
Minimum 8 Lac Insurance premium (Gross) every month (life/general/health/motor) && Minimum 8
Lac TGS every month
Responsible for generating minimum 8 crore per Qtr from Third party product like
Margin/IAP/PMS/AIF/SP/PE/MF/FD/Bonds
Research, investigate and update client on available investment opportunities/financial market
with the objective of improving yield in client portfolio.
Helping team to Track the Affluent && Super Affluent Client segment in the market for new client
acquisition
Keyskills: demat equity sales amc hni sales