Headcounts Hr
SR. RM
23 days ago
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Important information
Contract type:
Permanent
Salary:
₹850,000 – ₹1,850,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
3 October 2026
What they need
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, analysing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
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