Digital Business - VRM - TPP - Corporate

·         Managing 150 to 200 potential leads of customers per day.

·         Should have complete knowledge about MF,EQUITY

·         Good communication skills.

·         Sharing investment ideas to the clients based on their needs.

·         Generating revenues without compromising on clients risk and profitability.  

·         Should develop  knowledge of market news, financial trends and current affairs.

·         Analyze customer portfolio & give appropriate advice

·         Responsible to ensure all activities are in adherence as per Compliance & Risk