Equity Advisor - Private Client Group

Please read the job description very carefully before applying.

Experience: 5 years

Location: Hyderabad (onsite)

Ideal candidate: The experienced professional with NISM VIII certificate should have experience of 5 years in handling HNI or UNI clients.

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 clients & solving it within TAT.
• 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 & enhancing Advisors Advising skills through call tracking weekly targets & meetings con calls.

Note:

The interested candidate should be currently living in Hyderabad.
If your profile matches we will contact you for further steps.