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26/08 Puneet A
Recruitment Specialist at Raina Infovision Pvt Ltd

Views:31 Applications:13 Rec. Actions:Recruiter Actions:2

Relationship Manager/Equity Advisor - Sales - BFSI (1-10 yrs)

Mumbai Job Code: 173747

Advisory JD :

- Advising clients on Equity, Derivatives Markets.

- 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.

Sales (RM) JD:

- New Client Addition, Client acquisition.

- Productivity to be achieved by selling Value Pack/TGS/ACE and Insurance, IP Sales- SIP, Insurance, meetings per day.

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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