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Mumbai, Malad East, Malad West
To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory and
taking corrective measure or strategy to build strong rapport with associates and top 30-40 customers. For building
strong advisory desk will have to ensure regular trainings and skill upgradation for team mets, Should be well
verse with capital market and strong hold on domestic and global equities; will be coordinating with numbers of
departments like RMS/Branches and few other critical depts on daily basis.
Strategy monthly business along with driving daily revenue and other KRA’s. Review every 15 days on
set targets also attend their queries or issues if any. Join them on large client meet.
Co-ordinating with BM on regular basis for client sourcing through sales team and reviewing every 15
days on progress of sales business. Also joining them on large client meet, taking seminars for branch
customers. Also coordinating for day to day activity.
Monitoring closely on monthly sales through this team and pushing them for sourcing large customers
as business sourced by them get offloaded on advisory desk so both advisory and branch sales are
Discussion on business strategy and P&L.
Desired Candidate Profile:
Should have sound understanding of capital markets,
Should be a result-oriented, self-starter, proactive, good communication skills.
Knowledge of financial products
Should possess strong networking & relationship building skills.
**NISM 8 is required**
|Experience||0 - 6 Years|
|Industry||Financial Services / Banking, Investments / Insurance / Stock Market / Loan|
|Qualification||Other Bachelor Degree|
|Key Skills||Equity Sales Demat NISM 8|
|Address||Plot No. 6 Laxminaryana Colony, Kanjiguda,|