Hni Dealer
1 week ago
Dear Candidate,
Greetings From "APEX SERVICES"
Role- HNI Dealer
CTC- upto- 6 LPA + incentive + Other benefit
ROLES & RESPONSIBILITIES:
- Advising Super HNI clients on Equity, Derivatives, currency
- Individually handling clients
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving
- 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
Kindly reply with an updated CV on if you are interested in the mentioned Job Role. you can also call on
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