17 Oct
|
Acme Services
|
Mumbai
17 Oct
Acme Services
Mumbai
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 & complaints of clients & solving it within TAT.
Acquiring recent clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of clients financial requirements, analysing information & recommending portfolios.
Monitoring & enhancing Advisors Advising skills through call tracking, weekly targets &
meetings, con calls.
📌 Nri Advisor Mumbai
🏢 Acme Services
📍 Mumbai