Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
22/08 Vitty Vincent
Senior Search Consultant at Armour Corporate Services

Views:69 Applications:20 Rec. Actions:Recruiter Actions:6

Sales & Advisory Professional - BFSI (3-8 yrs)

Mumbai Job Code: 10383

Position: Advisory & Sales

Business Division : Private Client Group / Wealth Management / Retail

Key Roles & Responsibilities :

- Advising clients on Equity, Derivatives, currency & commodity Markets

- Individually handling clients with the book size of 25 lacs & above (for PCG business)

- Creation of revenue & Activation of clients through effective Advisory

- Cross selling of other products like Mutual fund, PMS, Insurance

- Handling Queries and complaints 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.

Qualifications and Experience:

- Graduate in Any discipline

- Must have 2 to 8 years of relevant experience into Sales & ADVISORY Function of PCG/HNI vertical from stock broking industry

Required Skills :

- In Depth knowledge of Indian Stock market

- Communication skills (English), spoken and written

- Selling skills

- Understanding of the language of business practices

- Software skills (Excel, Word, PowerPoint, etc.)

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

Add a note
Something suspicious? Report this job posting.