- Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc. to the customers- Responsible to acquire high net worth clients for financial products. and revenue generation.- Candidate having good relationship with HNI Clients.- Ensuring the highest levels of service & relationship with the clients- Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market- Candidate should be from Broking, Banking and Insurance/Mutual Fund Company only. (ref:updazz.com)