Posted:4 days ago|
Platform:
Work from Office
Full Time
Advising clients on Equity, Derivatives, currency & commodity Markets.
• Individually handling clients with the book size of 25 lacs & above.• Creation of revenue & Activation of clients through effective Advisory.• Cross selling of other products like Mutual fund, PMS, Insurance.• Handling Queries & complains 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, analysinginformation & recommending portfolios.• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &meetings, con calls.
Genius Consultants
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