Handling clients having investments with the company. Providing them with product & market updates and helping them with their investments decisions & procedure.Help them by solving their service or operational issues.Build up relationship with existing customers. Responsible to generate business along with team through Branch only.Retain assets in their accounts. Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.Anticipates, understands and addresses the changing needs of customers.Generate business from the mapped customer base. Sales through calls* Handling domestic as well as foreign clients

– Inbound Calls– Trade on customer's behalf– Guide customers regarding Trading/Stocks/Current market scenario– cross selling the financial products (MF, Insurance, SIP Etc)Job descriptionJob involves handling inbound & outbound calls.Educating customers on various products and helping/convincing them to trade/invest/buy the best to grow their investments.Value added & Third Party Products – Informing customers about various products and convincing them to buy the best suited, which gives them good return.