PBG Desk

Responsibilities :

• Order Placement : Accurately place orders for clients after obtaining proper consent, ensuring all transactions are processed correctly.
• Client Relationship Building & Education : Build strong, lasting relationships with clients and educate them comprehensively about various investment opportunities and strategies.
• Client Acquisition & Cross-selling : Achieve client acquisition targets and effectively cross-sell third-party financial products such as Mutual Funds (MF), Insurance, Fixed Deposits (FD), and RBI Bonds.
• Client Meetings : Conduct direct client meetings and participate in joint meetings with Bank PBG Relationship Managers to deepen client relationships and drive sales.
• Research Idea Pitching : Proactively pitch the company's research ideas and investment recommendations to customers, demonstrating value and expertise.

Required Skills :

Skills Required

Stock Market, Communication Skills, Client Acquisition, Interpersonal Skills