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Hni Dealer

2 weeks ago

Ahmedabad Mumbai Pune, India Apex Services Full time ₹ 7,20,000 per year

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