- Location
- Pune District, Maharashtra, India
- Job type
- Full-time
Required skills
- client acquisition
- compliance
- database
- financial planning
About the role
Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Job details:
Responsibilities
- Acquire quality clients through networking, database, market intelligence, and references from existing clients.
- Generate Cross Sell revenue through Financial Planning.
- Promote Focus Product of the month.
- Maintain records of business on internal software.
- Induct new clients to the Central Dealing Desk for smooth interaction and services.
- Liaison with Central Dealing Desk for revenue generation and query resolution.
- Conduct activities for Client Acquisition and Financial Planning.
- Ensure compliance as per various regulator and organization guidelines.
- Maintain the brand image of the organization.
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