Investment Product B2B - Chennai, India - HR7M Consultant
Description
Position
:
Investment Product
Location :
CHENNAI
Roles and Responsibilities:
KEY RESPONSIBILITIES
- Responsible to generate brokerage primarily through advising clients on their equity portfolio
- Develop & maintain long term relationship with customers to maintain high level of retention of Existing customers & focus on generating new business
- Will need to be constantly updated with the market knowledge
- Ensure all the activities are in adherence as per compliance and risk.
- Keeping the clients updated on their orders
- Crossing selling third party products like Mutual fund, SIP, and PMS
Job Types:
Full-time, Permanent
Salary:
From ₹40,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
Experience:
- AUM AUF: 4 years (preferred)
- HNI clients handling: 3 years (preferred)
Speak with the employer
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