About the Role
<div>Key Responsibilities:</div> <div> </div> <div>1. Execute trades on behalf of clients, aligning with their investment strategies and preferences.</div> <div>2. Provide our research advisory to the clients based on the client profile to generate income and build MTF book</div> <div>3. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares</div> <div>4. Acquire new clients while maintaining and nurturing long-term relationships with existing clients.</div> <div>5. Conduct client meetings to review portfolio performance.</div>
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