About our client:Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services.Job Title: Equity Advisor - Relationship Manager (RM) / Team Leader (TL)Preferred skills for Relationship ManagerExperience: 5 to 12 yearsLocation: HyderabadQualification: Post Graduate/MBA/PGDMCertifications: NISM / NCFMRoles and Responsibilities for Relationship ManagerAdvising Super HNI clients on Equity, Derivatives, currency & commodity Markets.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, analyzing information & recommending portfolios.Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.Preferred Skills for Team LeaderExperience: 1 to 6 yearsLocation: HyderabadQualification: Post GraduateCertifications: NCFM, AMFI, IRDARoles and Responsibilities for Team LeaderLead and manage a team of advisory/dealing professionalsDevelop and implement advisory/dealing strategiesProvide expert financial advice to clientsExecute trading strategies and manage client portfoliosEnsure compliance with regulatory requirementsBuild and maintain strong relationships with clientsStay updated on market trends and economic conditions
