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.
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.
Those who are interested share your cv at hidden_email
Regards,
Lucky Kumari Assistant Manager - HR +91 hidden_mobile MyRecruiter (Sabio HR Consultant LLP) list/Keyskills: commodities equity advisor