Group Leader - Advisory - Bank

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.