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01/12 Shraddha Dobariya
HR Recruiter at Tekpillar Services

Views:8 Applications:3 Rec. Actions:Recruiter Actions:0

Sales Role - BFS (3-5 yrs)

Pune Job Code: 302353

Roles And Responsibilities :

- Providing stock, derivatives, currencies, and commodities market advice to Super HNI clientele.

- Generating income and engaging customers with efficient consulting.

- Cross-selling insurance, mutual funds, and PMS, among other items.

- individually assisting customers with a book value of at least 25 lacs.

- Resolving client complaints and inquiries in a timely manner.

- Holding regular meetings to attract new clients and keep hold of existing ones.

- Call tracking, weekly targets and meetings, and conference calls are used to monitor and improve the advising skills of advisors.

- Creating customer profiles through information analysis, portfolio recommendations, and a thorough assessment of the client's financial needs.

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