Acquire quality clients through networking, data base, market intelligence and references from existing clients.
Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing.
Generating Leads through cold calling and references.
Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
Roles & Responsibilities
Introduce new clients to Relationship Manager Dealing for hassle free transactions and services.
Maintain records of business on internal software.
Develop and maintain a long term relationship with customers to maintain a high level of retention of client base.
SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange.