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    Group Leader Advisory Retail Large FinancialServices - Hyderabad, India - Riverforest Connections Private Limited

    Riverforest Connections Private Limited
    Riverforest Connections Private Limited Hyderabad, India

    2 weeks ago

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    Description

    Job Description Group LeaderAdvisory

    ROLES & RESPONSIBILITIES:

    Handlingteam of Advisors TL/Dealers. Monitoring their performance revenuegeneration and cross sales.

    Maintainingrelationship with Premium clients.

    Advisingclients on Equity Derivatives Markets.

    Creationof revenue & Activation of clients through effectiveAdvisory.

    Cross selling of other products likeMutual fund PMS Insurance.

    Handling Queries& complains handling escalations and redressing queries withinTAT.

    Retaining the old clients by periodicmeetings.

    Profiling clients by conducting indepth review of clients financial requirements analysinginformation & recommending portfolios.

    Monitoring & enhancing Advisors Advising skills through calltracking weekly targets & meetings con calls.

    Responsible to train and develop exiting team to nextlevel.

    JOBSPECIFICATIONS REQUIRED:

    Qualifications: Educational Qualifications:Graduate or Equivalent.

    Experience:

    10Yrin Broking/Distribution of financial products/RelevantIndustry

    "Team","Advisory","GroupLeader"

  • Riverforest Connections Private Limited

    Team Leader Advisory Franchsiee Large FinancialServices

    2 weeks ago

    Riverforest Connections Private Limited Hyderabad, India

    Job description: · 1. Terminal handling · 2.Responsible to generate brokerage primarily through advisingclients on their equity portfolio. 5x · 3.Responsible for generating revenue from Third party product.0.5x · 4. NISM 8Certification · "Franchisee","Advisory","Team" · ...