- Get quality customers through systems administration, information base, showcase knowledge and references from existing customers.
- Create Cross Sell income through Financial Planning.
- Advance Focus Product of the month.
- Keep up records of business on inner programming.
- Accept new customers to the Central Dealing Desk for smooth cooperation and administrations.
- Contact with Central Dealing Desk for income era and question determination.
- Direct exercises for Client Acquisition and Financial Planning.
- Guarantee consistence according to different controller and association rules.
- Keep up the brand picture of the association.
- Items like - MF, Insurance, Broking, FD, Bonds, PMS, FP and Wealth Mgmt Services.
Time and Venue:
8th September - 9th September , 10 AM onwards
Office No.6, 3rd Floor, Rachana Trade Estate,
CTS No.105, Law College Road,
Canal Road Signal, Pune.