Call & Trade

Role & responsibilities

1. Responsible for meeting and exceeding business targets set for assigned customers.
2. You will provided a customer list and tele-calling support to connect with them. Your role includes visiting clients to build relationships and provide services
3. Actively promote the companys range of products and services, ensuring clients are aware of all offerings.
4. Ensure that quality standards are consistently met
5. Build and maintain strong, long-lasting relationships with allocated clients through proactive advisory, regular follow-ups, and prompt support services.
6. Be proactive in cross-selling products such as Mutual Funds, PMS, Debt products, and other company offerings, regardless of weightage in the goal sheet or incentive policy.
7. All Trades execution.
8. Manage and maintain executive schedules, including meetings, appointments, and other arrangements.
9. Act as a liaison between executives and various departments, facilitating smooth communication.
10. Handle email and phone communications