Finance Management,Reactivation Dealer, Stock Management
months) and Generate Brokerage Primarily Through Advising Them On Their Equity Porfolio.
maintain Key Relationships with Team Leaders, Branch (back Office Team), Customer Service
Sales target achievement, Dealer Relationship Management, Training support, Payment documents follow up , Sales Support, To to achieve annual wholesale target within allocated, To assist dealer sales management for making sales plan
Render financial services to customers to generate revenue through brokerage and third party products.
Candidate needs to do activation of dormant customers, servicing and retention.
Managing the portfolio of clients with minimal errors/ losses.
Responsible to make calls to activate dormant accounts (clients who have not traded since 3
months) and generate brokerage primarily through advising them on their equity porfolio.
Maintain key relationships with team leaders, branch (back office t...