Advisor-retail-nism
2 days ago
Key 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
**Job Types**: Full-time, Permanent
Pay: ₹50,000.00 - ₹70,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Fixed shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
**Experience**:
- Advisory: 2 years (preferred)
- broking Industry: 3 years (preferred)
Work Location: In person
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