Advisor-retail-nism

3 weeks ago


Vijayawada Andhra Pradesh, India Serving Skill Full time

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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