Cholamandalam Securities Limited
Location
Chennai | India
Job description
Acquire new accounts per annum with a minimum margin per account. Retaining the old clients by meeting them periodically. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
Job tags
Salary
