Senior Operations Coordinator at InstaTalent Recruit LLP
Views:3 Applications:5 Rec. Actions:Recruiter Actions:1
PCG Advisor - Sales - Bank (5-10 yrs)
Job Title:
Key Responsibilities:
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- 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.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Educational specifications:
S. No.
Specification Details :
Minimum Qualification : Graduation & Above
Preferred Qualification : Post graduate
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
