Investment Advisor Fresher Jobs in Bhopal

Key Responsibilities: 1. Acquisition of new clients (Demat / trading a/cs: Equity/Commodity / Currency).2. Selling Investment product like Demat A/c, Mutual Fund, Insurance.3. Holding & participating in events for lead generation activities.4. Maintaining client relationship.5. Providing prompt and quality services to clients and channel partner.6. Remain update about the latest investment products and market trend.7. To guide the client about the suitable investment/trading products as per clients profile.8. To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.9. To ensure the Revenue & Third party products target achievement.

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS