Job Description :

- Leading a team of Equity Advisors

- To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory and taking corrective measure or strategy to build strong rapport with associates and top 30-40 customers.

- For building strong advisory desk will have to ensure regular training and skill up-gradation for team met.

- Should be well verse with capital market and strong hold on domestic and global equities.

- Will be co-ordinating with numbers of departments like RMS/Branches and few other critical depts. on daily basis.

- Strateging monthly business along with driving daily revenue and other KRA's. Review every 15 days on set targets also attend their queries or issues if any. Join them on large client meet.

- Co-ordinating with BM on regular basis for client sourcing through sales team and reviewing every 15 days on progress of sales business. Also joining them on large client meet, taking seminars for branch customers. Also co-ordinating for day to day activity.

- Monitoring closely on monthly sales through this team and pushing them for sourcing large customers as business sourced by them get offloaded on advisory desk so both advisory and branch sales are interconnected.

- Will have regular interaction with all mentioned dept, for example for clients limt need to get in touch with RMS for doing clients surviellance regularly need to get in touch with surv dept and client related issues with CSE desk.

- Managing customer and advisory query if any.

- Daily revenue, client meeting, be in touch with large customers during market hours.

Skills Sets Required :

- Knowledge of financial products.

- Process orientation

- Customer orientation

Shweta Rao

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.