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Private Jobs / Private Sector
Zyoin Hiring for Equity Advisor – Private Client Group at Hyderabad Full Time
Please read the job description very carefully before applying.
Experience: 5+ years
Location: Hyderabad (on-site)
Ideal candidate: The experienced professional with NISM VIII certificate, should have experience of 5+ years in handling HNI or UNI clients.
Role & Responsibilities:
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- 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, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor’s Advising skills through call tracking, weekly targets & meetings, con calls.
Note:
The interested candidate should be currently living in Hyderabad.
If your profile matches, we will contact you for further steps.