April 15, 2024

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[New Job Vacancy] job in Mumbai Rozgaar, (Ahmedabad, Gujarat) – Jobs in Ahmedabad, Gujarat

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Job Opening details:-
Company Name :-
Mumbai Rozgaar
Position Name :-

Company Location :-
Ahmedabad, Gujarat
Job Category :-

Full Job Description :-
As part of this role you are responsible for acquiring customers, identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning. ï‚· Job Description : o Responsible for New HNI Client Acquisition of trading accounts. o Acquisition of De-mat / Trading account from open market and leads. o Achieving minimum margin amount target and monthly target. o Conduct lead generation activities for sales penetration. o Meeting clients and pitching cross sales & wealth products. o Wealth products include Life insurance, Health insurance & Motor Insurance, Mutual Funds etc. o Generate Equity Business and maintain strong client relationship. o Tapping New Business Avenues and maintaining their Portfolio.

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