Duties/ Roles & Responsibilities –

• Responsible for new client acquisition, building new relationships, and deepening relationships with the existing clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as and when required

Skills

Requirements