- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
- Achieve financial goals of the clients through various product line.
- Share regular communications with client regarding information, research and material of the organization.
- Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.
- Update and cross sell products to existing clients and update them about the primary and secondary market trends.
- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Pay: ₹30,000.00 - ₹55,000.00 per month
Work Location: Remote
