Assistant Manager at CALIBEHR BUSINESS SUPPORT SERVICES PRIVATE LIMITED
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Team Leader - Sales Advisory - BFSI (2-4 yrs)
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 & complains of client's & solving it within TAT.
5. Achieving the targets set for Team on Acquiring new clients & retaining the old clients 5by periodic meetings.
6. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
7. Monitoring, Motivating & enhancing FOCO Advisor's (Team) Advising skills through call tracking, weekly targets & meetings, con calls.
8. Visiting respective franchisee's where FOCO advisors are placed
9. Daily/ Weekly & Monthly Review with BA's along with FOCO advisors
10. Monthly Review with HO-Seniors
