Equity Advisor
7 months ago
Please read the job description very carefully before applying.
Experience: 5+ years
Location: Hyderabad (on-site)
Role & 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.
Note:
If your profile matches, we will contact you for further steps.
**Salary**: Up to ₹1,200,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Quarterly bonus
**Speak with the employer**
+91 9937781364
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