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13/10 Bhavya Vashishtha
HR at Karvy Stock Broking Limited

Views:213 Applications:34 Rec. Actions:Recruiter Actions:0

Karvy - Financial Advisor - Sales (3-7 yrs)

Jaipur Job Code: 50498

Urgent Opening for the profile of Financial Advisor and HNI Sales

Job Description (FA)-Jaipur

- Acquire new clients for Demat & Trading accounts through networking, data base and references.

- End to end customer relationship management.

- Meet Non-Trading Customers and activate them.

- Sell online accounts to customers and encourage them to trade online.

The Relationship Manager will be Responsible for Acquiring HNI clients (HNI& Super HNI).

HNI = Initial Minimum Margin of 5 Lac

- Acquire and Maintain relationship and increase AUM from HNI clients.

- Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Aggressively track the HNI& Super HNI Client segment in the market for new client acquisition.

- Work along with product team to give feedback and develop need based - PRODUCT- so as to suit the clients requirements

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities

interested candidates can send their CVs 

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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