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Location

Goa | India

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Job description

JD – RM Dealer:-

As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation  Responsible to generate brokerage primarily through advising clients on their portfolio.  Responsible to acquire new Clients from the Market.  Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development  Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.  Focus on generating new business and build client network. Compliance  Maintain high level of compliance as per company norms.

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Job tags

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Salary