Advisor

PeopleStrong HR Services Pvt. Ltd.
  • Mumbai
  • 3-8 lakh
  • 1-5 years
  • Views
  • 29 Mar 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Below is the Job Description of the Advisor : * 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.


Job Posted By

Mukesh Choudhary
Senior Recruitment Associate