Group Leader Advisory
2 weeks ago
About Our Client
The company is a well-diversified leading financial service provider in India, with businesses spread across Retail Broking & Distribution, Commodity & Currencies, Broking, Institutional Broking, Home Finance, Asset Management, Private Wealth, Investment Broking & Private Equity.
Job Description
Handling team of Advisors TL/Dealers. Monitoring their performance, revenue generation and cross sales. Maintaining relationship with Premium clients. Advising clients on Equity, Derivatives Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains, handling escalations and redressing queries within TAT. 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. Responsible to train and develop exiting team to next level.
The Successful Applicant
6-10Y in Broking/Distribution of financial products/Relevant Industry
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