Sorry, your browser does not support JavaScript! Marwadi Shares and Finance Limited
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Executive

Executive

  • experience

    Experience: 1-2 Years

  • educational

    Educational Requirements: Graduate / MBA, NISM certified

  • company

    Company: Marwadi Shares and Finance Limited

  • location

    Location: Surat-Adajan - Gujarat

    • apply now
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Job Description
* New Client Acquisition through branches * Meeting AUM targets as per the weighted AUM Matrix * Cross sell Third party products * Deliver exceptional customer experience in terms of pre-sales and post service. * Carry out marketing initiatives in the location for more leads generation. * Be updated on emerging markets and market shifts while being fully aware of new products and competition status
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Skills
  • img Client Activation
  • img Sales
  • img Data Driven Approach
  • img Third party product Sales or Financial products
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Prevent Unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day..... Issued in the interest of investors. | KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. |We do proprietary trading occasionally |Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020. |Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month ........... Issued in the interest of Investors.