Scope of the Role
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Job Description
1) Individually handling clients with the book size of 25 lacs & above.
2) Creation of revenue & Activation of clients through effective Advisory.
3) Cross selling of other products like Mutual fund, PMS, Insurance.
4) Handling Queries & complains of client's & solving it within TAT.
5) Acquiring new clients & retaining the old clients by periodic meetings.
6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Ideal Candidates
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.