- Promote the company’s product& services.
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To ensure quality parameters are met & TAT to respond to the customer is maintained.
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Maintain client relationship& provide them best service.
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Maintain relationship with allotted clients by proactive advisory and prompt support services.
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All cross selling products such as Mutual Funds / PMS / Debt are available to branch and efforts should be made to market all products irrespective of weight age in goal sheet or Incentive Policy.
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Dealer / RM shall be responsible for Systematic Trading, Collections and Risk for clients mapped under him. Also, he will ensure that all these are executed at micro level.
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Daily/Weekly reporting.
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All types of RMS. Compliance alert to check &Respond.
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Self Visit/Meetings to customers.
Department
BUSINESS DEVELOPMENT
Locations
Vadodara
Qualfication
Graduate / Master, NISM Certificate must
Experience
8+ Years
