Urgent Hiring / Senior Relationship Manager / PCG Dealers / Mumbai
Apex Services
- Posted: 5 months ago
- Openings: 10
- Applicants: 0
Job Description
Role & responsibilities :
- Advising Super HNI 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, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Preferred candidate profile :
Candidate must have NISM VIII Certificate.
More Info
Education
Any Graduate
Not Disclosed
Required Skills
hni
Commodities
Equity
Equity Broking
Stock Broking
HNI Sales
Equity Advisory
trading
Contact Details
Apex Services
+91 987654567
info@apexservicepartners.com
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