15/01/2020
Equity Dealer / Financial Advisor
Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
Procuring the potential clients through networking, database, market analysis and references.
Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Managing and improving relationship values through latest updates & development in market.
Liaison with operations team to resolve queries and revenue generation.
Comply with organizational guidelines and norms.
Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
Identifying, acquiring, developing and maintaining customer relationships
Maintaining up to date knowledge of competitor activity, products and services.
Desired Competencies for all the position
Adequate knowledge financial products like Equity, Commodity, Currency, Mutual Funds, IPO’s and Insurance
Excellent communication skills
Excellent objection handling and conflict management skills
Excellent relationship management skills
Efficient selling skills.
Others : Two- wheeler will be preferred.
