Relationship Manager - Advisory

1 - 4 years

3 - 5 Lacs

Posted:3 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
•Individually handling clients with the book size of 25 lacs & above.* Cross selling of other products like Mutual fund, PMS, Insurance.* Handling Queries & complains

Required Candidate profile

.* Acquiring new clients & retaining the old clients by periodic meetings• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

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