Senior Executive HR at Acme Services
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Advisor - Sales - NRI & HNI Vertical - Bank (1-7 yrs)
Job Description:
- Advising NRI and ultra HNI clients on currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Handling Queries & complaints 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.
