Team Leader

Job description

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