Equity Advisor - Private Client Group
Location
Hyderabad | India
Job description
Please read the job description very carefully before applying.
Experience: 5 years
Location: Hyderabad (onsite)
Ideal candidate: The experienced professional with NISM VIII certificate should have experience of 5 years in handling HNI or UNI clients.
Role & 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 clients & solving it within TAT.
- 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 & enhancing Advisors Advising skills through call tracking weekly targets & meetings con calls.
Note:
The interested candidate should be currently living in Hyderabad.
If your profile matches we will contact you for further steps.
Job tags
Salary