- Handling a group of Clients investing Majorly in Equities and Mutual Funds.
- Acquiring new customer relationship targeting NRI & HNI segments.
- Profiling Customers and providing financial products to meet customer needs.
- Strengthening the relationship by Cross selling other products such as PMS, structured products etc according to customer needs
- Closely work with Research team and help customers in investing in Model portfolio such as Value Max, Smart Trader to Enhance & Retain customer profitability.
- Ensure profitability of the portfolio: Generate high Income per Customer
- Sales experience of at-least 3 years of which 1 year must have been in managing NRI sales.
- Should be well conversant with NRI taxation, FEMA laws
- Experience in handling Equity Products in a Broking House would be an advantage.
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