• 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.