New Client Prospecting - Through cold-calling, appointments, reference etc. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance, and PMS. Update clients about Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends. Keep regular contacts with the clients of the branch through telephone calls and meetings. Assist team members in the Branch to close leads. Provide after sales service, follow-up and ensure client retention. Prepare daily sales report and send to Branch Head and Sales Manager. Support branch promotional activities.

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New Client Prospecting - Through cold-calling, appointments, reference etc. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance, and PMS. Update clients about Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends. Keep regular contacts with the clients of the branch through telephone calls and meetings. Assist team members in the Branch to close leads. Provide after sales service, follow-up and ensure client retention. Prepare daily sales report and send to Branch Head and Sales Manager. Support branch promotional activities.

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Verify, allocate, post and reconcile accounts payable and receivable. Produce error-free accounting reports and present their results. Analyze financial information and summarize financial status. Manage accounting assistants and bookkeepers. Assist with tax audits and tax returns. Support month-end and year-end close process. Develop and document business processes and accounting policies to maintain and strengthen internal controls. Liaise with our Financial manager and Accounting manager to improve financial procedures.

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Customer Profiling. Activation of inactive Clients. Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. Regular Meetings with Clients for maintaining relations. References from existing Clients to acquire new clients. Updating clients on market, company’s research reports, new IPOs, etc. Proper confirmations of trades to Clients on a daily basis. Following up with Clients for Margin Shortfall.

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