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29/07 Meenakshi
Recruitment Specialist at Kuling Technologies pvt ltd

Views:295 Applications:28 Rec. Actions:Recruiter Actions:2

Financial Advisor - Broking Firm (0-8 yrs)

Mumbai Job Code: 8832

Position Name: Financial Advisor

Location: Mumbai

Preferred Industry : Broking Firm

Job Responsibilities:

- Generating leads and sourcing new HNI / Corporate clients with minimum ticket size of 25 Lakhs & above

- Acquisition of new HNI clients for Equity, Derivatives, currency & commodity Markets.

- Maintaining healthy relationships with all the potential clients.

- 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.

- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.

Skills:

Good Communication Skills

Good market knowledge

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

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