Advisor/trader - Hni/uhni

7 days ago


Ahmedabad Gujarat, India Serving Skill Full time

**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 Ad**visor's Advising skills through call tracking, weekly targets & meetings, con calls.

**Job Type**: Permanent

Pay: ₹400,000.00 - ₹800,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Fixed shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Application Question(s):

- NISM

**Experience**:

- Broking Industry: 1 year (preferred)
- Cross selling: 1 year (preferred)
- Client acquizition: 1 year (preferred)
- Stock market: 1 year (preferred)
- Financial market: 1 year (preferred)
- HNI Clients: 1 year (preferred)

Work Location: In person



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