Sales – Unit Manager

Key Responsibilities:

•                     Candidate would be responsible for building up team of Advisors

•                     Advising clients on Equity, Derivatives, currency Markets.

•                     Creation of revenue & Activation of clients through effective Advisory.

•                     Cross selling of other products like Mutual fund, and other investment products

•                     Handling Queries & complains of client’s & solving it within TAT.

•                     Retaining the old clients by periodic meetings.

•                     Profiling clients by conducting in depth review of client’s financial requirements, analyzing information & recommending portfolios.

•                     Monitoring & enhancing Advisor’s Advising skills through call tracking, weekly targets & meetings, con calls.