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Equity Advisor
4 months ago
Job Purpose:
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets
Key Deliverables:
- Ensure timely advice to customers for Equity and Derivative markets
- Portfolio Review to be done monthly with clients for deepening the Client relationship.
- Ensure adherence to Compliance process for advice given
- 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
- Daily meetings to be done with existing clients and new prospects for business.
Role Requirements:
- Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
- Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office
Interested Applicants can share there CVs at Victor.Das@motilaloswal.com