Location : Ahmedabad, Mumbai, Pune, Bangalore
CTC : Upto 11 LPA
Experience : 5-7 Yrs in Broking , Handling HNI Clients
Key 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 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 Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.