Group Leader Advisory Retail Large Financial Services

Job Description Group Leader Advisory

ROLES & RESPONSIBILITIES:

Handling team of Advisors TL/Dealers. Monitoring their performance revenue generation and cross sales.

Maintaining relationship with Premium clients.

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 handling escalations and redressing queries within TAT.

Retaining the old clients by periodic meetings.

Profiling clients by conducting in depth review of clients financial requirements analysing information & recommending portfolios.

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

Responsible to train and develop exiting team to next level.

JOB SPECIFICATIONS REQUIRED:

Qualifications: Educational Qualifications: Graduate or Equivalent.

Experience:

10Yr in Broking/Distribution of financial products/Relevant Industry

"Team","Advisory","Group Leader"