Senior Executive HR at Acme Services
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Sales Advisor - NRI Banking - Big4 Broking Firm (2-9 yrs)
- Advising HNI/Ultra HNI clients on equity, derivatives and option strategies.
- Prospect servicing & acquisition of new clients & retaining the old clients by periodic meetings.
- Creation of revenue & activation of clients through effective advisory.
- Understanding investment objectives and suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.
- Building AUM, generating revenue through new and existing clients.
- Provide excellent customer service and support to clients throughout the sales process and beyond.
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Contact for more details 9321437947