Consultant at DSP Eminence
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PCG Advisor - Broking Firm (2-5 yrs)
- Focus on increasing the MAPPED client base and turnover and revenue from the Private clients.
- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
- Cross sell of Third Party Products.
- Ensure client profiling is done and accordingly house calls and other information is passed to the mapped clients.
- Client meetings and deepening client relations with the mapped clients.
- Read research report/attend research calls.
- Follow compliance at every stage.
- Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business
- To keep abreast with market knowledge and market intelligence
