Recruiter at Mount Talent Consulting
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Financial Advisor - Sales - Stock Broking (3-8 yrs)
Job Description
Profile - Financial Advisor ( Sales)
Experience - Minimum 2 years
Location - Patna
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.
Interested candidates apply or connect me on 8826603311.
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