RS6,00,000 To 10,00,000North Delhi, Ahmedabad, Bangalore, Mumbai, Chennai, Delhi, Hyderabad
Manage and generate cross sell revenue from preferred clients
Acquire preferred clients
Provide financial planning services to all assigned clients
Ensure client meetings as per defined norms
Maintain record of business on internal software
RS3,50,000 To 5,00,000Ahmedabad, Bangalore, Mumbai, Pune, Chennai
The main task of the incumbent is to strategize, drive and increase wealth business, both top line and revenue
Effectively profile Customers and provide financial products so as to meet customer needs
Develop strategies to increase the client base
RS1,75,000 To 3,00,000Hyderabad, Vijayawada, Visakhapatnam, Vizianagaram, Bangalore, Mysore, Kottayam, Kochi, Trivandrum, Chennai
The selected intern(s) will work on following during the internship:
1. Advising clients with regards to their Investment in equity & derivative market, Place orders on their behalf.
2. Building relationships with the client & educating them about ...
Acquisition of new clients (trading a/c"s: Eq/Commodity/Currency)
- Promoting Financial Planning where objective is to sell all the financial pdts (LI/MF/FD etc).
- Holding & Participating in events for lead generation activities.