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Job Description:
Key responsibilities:
1. Advising clients on the portfolios to generate revenue and cross selling of third party products.
2. To convince the retail clients to work on our calls and generate business.
3. Business analysis and business development by giving training and seminars.
4. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds.
5. Business targets and regular review along with Joint meetings
6. Handling client investments and their portfolio
About Company:
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