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08/03 Nikhil Khushalani
CEO at Man-United Management Consultants (P) Ltd

Views:46 Applications:11 Rec. Actions:Recruiter Actions:2

Advisory & Sales Professional - Private Client Group - Financial Services (8-15 yrs)

Bangalore Job Code: 29257

- 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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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