- 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.Educational specifications :Specification Details :1. Minimum Qualification Graduation & Above2. Preferred Qualification Post graduate (ref:updazz.com)