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Applicants:9
Posted on 15 Mar, 2024
In Office
Job Description | Responsibilities
Job Description
-Advising Super HNI Clients on Equity, Derivatives, Currency & Commodity Markets.
-Creation of revenue & Activation of Clients through effective Advisory.
- Cross Selling of other products like Mutual fund, PMS, Insurance.
-monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings , con call.
Overview
- Industry - BANKING / FINANCIAL SERVICES / BROKING, Private Equity & Investment Firms, Securities / Stock Brokers / Investment Industry
- Functional Area - Financial Services / Broking
- Job Role - Mutual Fund Analyst, Portfolio Manager, Product Manager - Mutual Funds, Stock Broking - Trading Advisor, Other Financial Services / Broking
- Employment type - Full Time
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Nism certification
Mutual fund
Demate
Cross Selling
HNI Client Handling
Currency
Equities / Equity
derivatives