Customer Acquisition - Internship

Duration 3 Months

Stipend - Paid

Selected intern's day-to-day responsibilities include:

1\. To ensure active management of clients & achieve the target Investment.

2\. To be responsible for identifying customer needs, assessing their risk

appetite and providing them investment options.

3\. To provide regular updates to the clients regarding the market changes and

subsequent changes to the portfolio.

4\. To achieve healthy revenues without compromising on clients profitability

with clear focus on client servicing.

5\. To conduct regular client meetings & update the same in the meeting

tracker.

6\. To assist clients with their query & concern related to trade, portfolio &

their account.

7\. To assist new client acquisition, building new relationships and

increasing depth in existing relationships.

8\. To attend post result conference calls, analyst meets for improved client

services.

9\. Keep abreast of the market news, financial trends, and current affairs.