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14/09 Pooja Rana
Assistant Manager - HR at Boyen Haddin

Views:308 Applications:98 Rec. Actions:Recruiter Actions:5

Equity Advisor - Private Client Group (3-13 yrs)

Mumbai/Pune Job Code: 1314567

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.

Women-friendly workplace:

Maternity and Paternity Benefits

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