Senior Career Consultant at Team Lease Limited
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Private Client Group Advisory & Sales - Broking Firm (4-9 yrs)
We are hiring for a Private Client Group Sales & Advisory profile for a leading broking firm.
Designation: PCG Advisory & Sales
CTC : 15 lacs
Grade : Depend upon Experience.
Job responsibilitie s:
- Advising Super HNI clients /HNI / Corporate clients with minimum ticket size of 25 Lakhs & above
- Acquisition of new HNI clients for Mutual fund, PMS, Equity, Derivatives, currency & commodity Markets.
- Maintaining healthy relationships with all the potential clients.
- Creation of revenue & Activation of clients through effective Advisory.
- Handling Queries & complains of client's & solving it within TAT.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Required Skills:
- Bachelors degree
- Minimum 4 years of experience in handling HNI clients and having experience in Equity.
- Good knowledge in Equity, Mutual funds, PMS and in other structured products.
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