Zend Consulting Services
  • Ahmedabad
  • 16-25 lakh
  • 12-16 years
  • Views
  • 17 Jul 2017

  • Finance/ Accounts

  • Banking - Corporate
Job Description

-Setting up & Spearheading equity demat accounts & trading business network
-Knowledge of policies & procedures wrt to demat ,commodity, options etc & about exchanges/SEBI regulations & procedures
- Managing HNI/Big Ticket size Client Acquisition & service.
- Managing relationship of super HNI clients, retaining & enhancing advisory relationship
- Acquiring high value relationships into the Preferred Client group (EQUITY).
- Managing relationships of HNI clients, retaining & enhancing advisory relationships.
- To generate revenue from existing customers mapped and from new clients.
- To execute cross sell efforts as per focus of the organization at any given point in time.
- To keep one self-updated on the financial markets and in advisory products / services in particular.

Competencies/Skill sets for this job

Accounts Equity Advisory Demat Accounts Cross Sell Acquisition Trading

Job Posted By

About Organisation

Zend Consulting Services