• Prospect for new clients.
• Maintain good repo with existing and prospective clients.
• Educate the clients about the various investment options available.
• To understand the client's risk-taking ability and advise investment plans accordingly.
• Develop personally tailored investment options for clients.
• Provide complete information about investment products to clients.
• To update the clients about the economical, political & technological situations of the market.
• Keep up-to-date knowledge of the industry and related markets.
• Communicate with business leaders, financial officers and market representatives.
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