Overview
Responsibilities and Duties
1. Investment advisor, helping the clients in opening the account in Equity and Commodity Segments
2. Co-ordination with clients regarding their investment queries over the call, on a chat and with personal meetings.
3. Suggesting a suitable plan to the customers as per their needs.
4. Financial advisor to suggest a best plan for the investment.
5. Handling outbound calls for providing the comparison between different mutual funds to the customers.