Director at SD Consultancy Services
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Relationship Executive - Sales - Bank (1-2 yrs)
- New client acquisition for Trading and Demat account.
- Revenue generation through brokerage. Cross selling of investment products, Equity and Advance brokerage product (as per client's needs).
- Monitor and review team members' performance and help the team to achieve maximum business. Maintaining client relationship.
- Remain update about the latest investment products and market trend.
- To guide the client about the suitable investment / trading products as per client's profile.
- To ensure the achievement of Acquisition Targets of HNI clients, Retail clients.
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