Essential Duties and Responsibilities: New client acquisition, building new relationships and increasing depth in existing relationships with clients.· Selling online broking accounts- Demat account, trading account.· Identifying customer needs, assessing their appetite and providing them investment options.· Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.· Achieving targets as assigned by the organisation on a monthly basis.· Migrating offline clients to do online trading.· Will be responsible for acquiring preferred clients· To coordinate with product and research team for taking investment decision for the clients.· To conduct and assist in organizing seminars, workshops and other business development activities.· To achieve budgeted targets in terms of number of clients/volume of business & assets, through the team.· To research, investigate and update themselves on available investment.· To contact clients periodically and determine if they are satisfied with the service and returns generated.· To review the client’s investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.· Key products to be handled are –Structured product, debt segment Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.· Regular updates to the immediate superior as a when required. kishita.dubey@white-force.in 8982066707
