Company Profile:

Trustline has come a long way since its inception in 1989, offering a wide range of financial services to meet the customers' financial requirements, establishing a strong presence in the financial services sector. We offer customized investment solutions to corporates, institutions and retail investors, through our wide network of offices across India by dealing in financial markets, insurance, wealth management, real estate & bullions.

Website:  NA

Job Location: Mumbai

Desired Experience: 4 - 5 Years

Salary: INR 5 – 6 LPA

Tentative Date of Interview: Will be communicated post registration window is closed

Interview Process:

- Telephonic Round

- Face to Face Interviews

Job Description:

- Setting Team revenue Targets for the Team.

- Preparing reports related to branch functioning and its performance.

- Cross selling of products (Insurance, Demat account, Trading accounts)

- Handle all the branch level activities for ensuring business growth.

- Suggesting the Clients regarding market scenario.

- Coordinating with the RMS to find out the Margin shortfall requirements of the Clients.

- Assisting the Relationship managers for important Business calls or meetings.

- Distributing leads to the Team.

- Allocating the Clients to the Team depending upon their capabilities.

- Interacting personally with Teams Clients to help in revenue generation as well as margin collection.