Responsible for achieving business targets set for self from allotted customers.
Promote the company s product& services.
To ensure quality parameters are met & TAT to respond to the customer is maintained.
Maintain client relationship & provide them best service.
Maintain relationship with allotted clients by proactive advisory and prompt support services.
All cross selling products such as Mutual Funds / PMS / Debt are available to branch and efforts should be made to market all products irrespective of weight age in goal sheet or Incentive Policy.
Dealer / RM shall be responsible for Systematic Trading, Collections and Risk for clients mapped under him. Also, he will ensure that all these are executed at micro level.
Promote company s product and services like EQUITY /DEROVETIVE/ COMMODITY/ PMS/PAS/ MF/ INSURANCE
He/She should be energetic, Soft spoken with Convincing power
RM Shall be responsible for systematic trading , collections and risk for clients mapped under Him/her