Please read the job description very carefully before applying.

Experience: 5+ years

Location: Hyderabad (on-site)

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 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, analyzing information & recommending portfolios.

Monitoring & enhancing Advisor’s 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.