Aditya Birla Money Advisory Profile for Mumbai location

Equity Dealer_Lucknow

10000 Nos.
97394
Full Time
3.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 9.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
B.Com - Commerce
Job Description:

Job Key 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. Qualifications:
• Minimum Qualification Graduation & Above
• Preferred Qualification: Post graduate

Company Profile

As a dynamic financial services provider, ABML offers a comprehensive array of solutions, including stock broking, portfolio management services, depository and e-insurance repository solutions, and distribution of diverse financial products.

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