HR Manager at Qween Network
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Team Leader/Equity Advisor - Sales - BFS (0-8 yrs)
We are looking for Equity Advisor/Team Leader
- Kindly Find here JD and if you are Interested .
Equity Advisor :
- Freshers can also apply
- NISM Series 8 is compulsory.
1. Knowledge of broking, operations knowledge, risk profiling of clients along with technical and fundamental understanding.
2. In-depth knowledge of Stocks, Bonds, Mutual funds.
3. Cross Selling & Up selling of various products and offering by MOSL.
4. Visit franchisees on a monthly basis.
5. Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transactions.
6. Generation of brokerage.
7. Generation of revenue via cross selling other products and services
Team Leader :
1. Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.
2. Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.
3. Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations
4. Helping & training the Team to Handling Queries & complaints of client's & solving it within TAT.
5. Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.
6. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
7. Monitoring, Motivating & enhancing FOCO Advisors (Team) Advising skills through call tracking, weekly targets & meetings, con calls.
8. Visiting respective franchisees where FOCO advisors are placed
9. Daily/ Weekly & Monthly Review with BAs along with FOCO advisors
10. Monthly Review with HO-Seniors
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
