Job description

1. Order Execution Placing client orders accurately and efficiently.
2. Investment Advisory Providing customized advice to grow AUM.
3. Product Cross-Selling Selling MFs, Insurance, PMS, SIPs, AIFs, Bonds, etc.
4. Client Acquisition Bringing in new clients through proactive efforts.
5. Relationship Management – Retaining clients via consistent service.
6. Client Meetings – Conducting regular reviews and updates.
7. Market Knowledge – Staying updated on financial trends.
8. Communication Skills – Clear, client-friendly interaction.
9. Client-Centric Approach – Focused on client goals and satisfaction.
10. Sales & Advisory Balance – Blending advisory with product sales.

NISM (Mandatory)

How to Apply:

To schedule an interview, please send your CV via WhatsApp to HR Dhanashri : 7796426785