Marketing Advisor

Jhaveri Securities

Responsible to generate new business either from existing or new customers on a daily basis

Responsible to ensure preparation of KYC for new customers, registration on BSE platform from the support staff as and when required.

Responsible for reviewing and sending investment reports to all existing customers on a quarterly basis or as and when required.

Responsible to ensure change of non-financial transactions of all existing customers through support staff as and when required.

Responsible for market and generate the business for indirect equity, RBI Bond, MF & NFO, FD, NCDs Bonds, Secondary Bonds, Capital Gain Bonds on a daily basis.

Responsible to arrange/attend client meetings related to MF.

Responsible to support broker channel as and when required.

Responsible to ensure preparation and delivery of Taxation reports and submission to client with the help of support staff on an annual basis.

Responsible to get minimum 20-25 references from existing customers on a monthly basis.

• Experience

  3 - 4 Years

• No. of Openings

  1

• Education

  Any Bachelor Degree

• Role

  Marketing Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office