Recruiter at Mount Talent Consulting
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Financial Advisor - Broking Firm (1-6 yrs)
URgent hiring for one of the broking company
Profile - Financial Advisor
Purpose of role :
The role would demand sales of Equity and TPP products to HNI customers, with a minimum ticket size of 5-10L
Key Responsibilities
- The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships.
- Acquire new clients for Demat & Trading accounts through networking, data base and references.
- He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a suitable competitive Edge with End to end customer relationship management.
- Meet Non-Trading Customers and activate them.
- Selling of TPP mandatory.
- Track the UHNI/HNI segment in the market for new client acquisition and deepening existing relationships
- To coordinate with product and research team for taking investment decision to the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
