Salary;Good Hike in current CTC

• ✓ Managing Portfolio of ongoing clientsranging from Retail to HNI and NRI with portfolio Evolution for future goals

✓Handling Trading, Demat account and Business diversification includes activation of existing inactive customers by creating needs of various financial

avenues and cross selling other products (i.e., MF/Tax planning/FD/Bonds/LI/GI) as per customer requirements.

✓ Building positive relation with clients and promote high quality service and sales process.

✓ Updating the MIS and preparing necessary report.

✓ Handling escalation and provide solution to customer with defined TAT.

✓ Co-ordinating with the various department to solve customer’s query.

✓ Meeting the target that are set in various products which help in to achieve organization goal