1. Execute client orders without any error & in minimum time possible.2. Confirm trades executed from the terminal EOD3. Check voice recording on daily basis4. Give clients trading calls by chat, sms, whats app & email.5. Speak to at least 15 to 20 clients EOD abt the calls, trading habits & other investments/ products6. Calculate trading turnover EOD7. Generate delivery based turnover, activate clients & introduce fresh clients.8. Keep the systems updated & understand the networking.9. Give demo to the clients.
Marketing Communication SkillsInsurance AgentInsurance AdvisorMutual Funds SalesFinancial AdvisorInsurance ConsultantWork From Home
Follow up with Clients for renewal Follow up with clients for Health checkup benefit & OPD benefit Guide clients during claims & coordinating with appropriate authorities in the Company Issuing Policies Preparing quotes Understand existing products & keep updated about new products launched Generate leads Cross sell to existing clients Maintain & increase relationship with new and existing clients Corporate sales