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 Team Leader
Designation: Team Leader
Role: Insurance Agent / Advisor
Function/Department: BFSI, Investments & Trading
Industry: Banking/Financial Services/Broking
State: Gujarat
City: Rajkot
Location: Na
Vacancies: 1 Nos
Job Type: Full Time
Salary Per Year:  INR 350,000 To 550,000
Qualification: Graduate
Course:  MBA/PGDM (Any Specialization)
Experience:  2 to 7 Years
Languages:  NA
Age Limit:  NA
Gender: No Preference
Notice Period:  NA
Job Posted: 24 November 2021

Job Description
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, analysing 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

Desired Candidate Profile
Good communication skills & Knowledge of broking & operations knowledge. Risk profiling of client along with technical and fundamental understanding. Knowledge of trading applications, MS Office, PPT Preparation etc.
Contact Details
Recruiter Name:
Telephone: 9655449001/5, 9655290011,44
Company: SPM HR SOLUTIONS