Job Description
1. Analysing the client s financial needs advising on the same
2. Acquiring new clients
3. Advise and update the client on various investment opportunities from time to time
4. To generate revenue by meeting the targets set by the superiors
5. Keeping up with the latest issues of Mutual Funds NFO s,SIP, IPO s, Life Insurance, General Insurance, Bonds, FDs, NCDs informing the same to the client regular on basis
6. Arranging all the forms of Mutual Fund, IPO s, Bonds etc in the branch
7. Maintaining daily MIS of clients reporting same to the superior
8. Excellent convincing communication skills
9. Cross selling of other products services building depth within the existing relationships
