Equity Advisor
5 months ago
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 Types**: Full-time, Permanent
Pay: ₹30,000.00 - ₹80,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Fixed shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
Application Question(s):
- Have strong HNI/UHNI Client base
- NISM
**Experience**:
- Broking Industry: 1 year (required)
- HNI Client handling: 1 year (preferred)
- Franchisee handling: 1 year (preferred)
- Advisory: 1 year (preferred)
- IP Products: 1 year (preferred)
- Stock broking Industry: 1 year (preferred)
Work Location: In person
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