Job Role or Responsibilities:
• Direct sales of demat accounts and margin collection for equity, commodity and currency
Revenue generation through Brokerage, Insurance, Mutual funds, Loans and Unlisted shares•
• To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios
• Resolving complaints and issues efficiently and in a timely manner of customers
• Cross-Sales (Financial products)
Broker: Choice, Goodwill and Angel one