Job Description:

• 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.