Key Responsibilities:
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Individually handling clients with the book size of 25 lacs & above.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing
information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Experience : 3 - 9 Years
No. of Openings : 500
Education : Professional Degree, Any Bachelor Degree
Role : Equity Advisor
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India