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3.0 - 8.0 years
2 - 6 Lacs
panipat, haryana, india
On-site
Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets. Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs. Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations Helping & training the Team to Handling Queries & complains of clients & solving it within TAT. Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of clients financial requirements, analyzing information & recommending portfolios. Monitoring, Mot...
Posted 2 days ago
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