Equity Advisor | Private Client Group

<p>Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.</p> <p>1) Individually handling clients with the book size of 25 lacs & above.</p> <p>2)  Creation of revenue & Activation of clients through effective Advisory.</p> <p>3)  Cross selling of other products like Mutual fund, PMS, Insurance.</p> <p>4)  Handling Queries & complains of client's & solving it within TAT.</p> <p>5)  Acquiring new clients & retaining the old clients by periodic meetings.</p> <p>6)  Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.</p> <p>Looking for candidates with required NISM qualifications with 3 to 10 years of experience as a wealth manager or a equity dealer. Above dealers will have an existing portfolio mapped to them and Acquisition managers also will map the new clients to them , expectation is to generate 3x of revenue.</p>