Overview
- 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.
- Resolving queries & collecting leads, additional margin.
Knowledge of Derivatives/Commodity/Currency mkt.
Accurate & timely execution of orders on terminal
Promoting in house research calls & advisory.
Margin Collection & confirmation of trades.
Monitor client exposure limits.
Client meetings & resolving Queries
Skills / Roles I hire for
Customer Relationship ManagerClient Relationship ManagerRelationship Management