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07/02 Preity Goyyal
Founder at Serving Skill

Views:47 Applications:33 Rec. Actions:Recruiter Actions:0

Equity Advisor - Sales - BFSI (4-7 yrs)

Ahmedabad/Mumbai/Pune/Surat Job Code: 311560

1. Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.

2. In-depth knowledge of Stocks, Bonds, Mutual funds.

3. Cross Selling & Up selling of various products and offering by MOSL.

4. Visit to franchisee on monthly basis.

5. Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.

6. Generation of brokerage.

7. Generation of revenue via cross selling other products and services.

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