Recruitment Specialist at Raina Infovision Pvt Ltd
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Relationship Manager/Equity Advisor - Sales - BFSI (1-10 yrs)
Advisory JD :
- 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 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, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Sales (RM) JD:
- New Client Addition, Client acquisition.
- Productivity to be achieved by selling Value Pack/TGS/ACE and Insurance, IP Sales- SIP, Insurance, meetings per day.
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