Sub Team Leader

☞ Acme Services

View: 101

Update day: 28-05-2024

Location: Panipat Haryana

Category: IT - Software

Industry: Banking Financial Services Investment Banking

Position: Mid-Senior level

Job type: Full-time

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Job content

Key Responsibilities
  • Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on
Equity, Derivatives, currency Markets.
  • Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS,
Insurance & PMS/ AIFs.
  • Creation of revenue & Activation of Inactive clients through effective Advisory Drive and
Terminal Operations
  • Helping & training the Team to Handling Queries & complains of client’s & solving it within
TAT.
  • Achieving the targets set for Team on 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, Motivating & enhancing FOCO Advisor’s (Team) Advising skills through call
tracking, weekly targets & meetings, con calls.
  • Visiting respective franchisee’s where FOCO advisors are placed
  • Daily/ Weekly & Monthly Review with BA’s along with FOCO advisors
  • Monthly Review with HO-Seniors
Specifications Required-

Good communication skills & Knowledge of broking & operations knowledge.

Risk profiling of clients along with technical and fundamental understanding.

Knowledge of trading applications, MS Office, PPT Preparation etc.
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Deadline: 12-07-2024

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