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HR

HR at Michael Page

Last Login: 18 June 2024

Job Views:  
349
Applications:  77
Recruiter Actions:  0

Job Code

1348574

Group Leader - Advisory - Bank

6 - 12 Years.Others
Posted 7 months ago
Posted 7 months ago

Group Leader Advisory (Gujarat)


Job Description - Handling a team of advisors TL / Dealers and maintaining client relationships in the advisory function for broking / distribution of financial products

Client Details: The company is a well-diversified leading financial service provider in India, with businesses spread across Retail Broking & Distribution, Commodity & Currencies, Broking, Institutional Broking, Home Finance, Asset Management, Private Wealth, Investment Broking & Private Equity.

Description:

- Handling team of Advisors TL/Dealers. Monitoring their performance, revenue generation and cross sales.

- Maintaining relationship with Premium clients.


- Advising clients on Equity, Derivatives Markets.


- Creation of revenue & Activation of clients through effective Advisory.


- Cross selling of other products like Mutual fund, PMS, Insurance.


- Handling Queries & complains, handling escalations and redressing queries within TAT.


- 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.


- Responsible to train and develop exiting team to next level.


Profile: 6-10Y in Broking/Distribution of financial products/Relevant Industry

Job Offer:

Leadership role with a leading financial service provider, management of pan-Gujarat advisor team leads and dealers

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Khyati Shah on +91 22 4236 3312. The Apply Button will redirect you to website. Please apply there as well.

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Posted By

user_img

HR

HR at Michael Page

Last Login: 18 June 2024

Job Views:  
349
Applications:  77
Recruiter Actions:  0

Job Code

1348574

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