ROLES & RESPONSIBILITIES: -
- Handling team of Advisors TL/Dealers. Monitoring their performance, revenue generation and cross sales.
- Maintaining relationship with Premium clients.
- Advising clients on Equity, Derivatives Markets.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains, handling escalations and redressing queries within TAT.
- 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.
- Responsible to train and develop exiting team to next level.
Eligibility criteria:-
- Educational Qualifications: Graduate or Equivalent.
- NISM VIII certification.
