(High Salary) Sub Team Leader

1 week ago


Panipat, India Acme Services Full time

Job Description - Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets. - Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs. - Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations - Helping & training the Team to Handling Queries & complains of clients & solving it within TAT. - Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings. - Profiling clients by conducting in depth review of clients financial requirements, analyzing information & recommending portfolios. - Monitoring, Motivating & enhancing FOCO Advisor s (Team) Advising skills through call tracking, weekly targets & meetings, con calls. - Visiting respective franchisee s where FOCO advisors are placed - Daily/ Weekly & Monthly Review with BA s along with FOCO advisors - Monthly Review with HO-Seniors Specifications Required- - Good communication skills & Knowledge of broking & operations knowledge. - Risk profiling of clients along with technical and fundamental understanding. - Knowledge of trading applications, MS Office, PPT Preparation etc.



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