Equity Advisor
2 weeks ago
Job Purpose:
Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.
New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targets
Key Deliverables:
- Ensure timely advice to customers for Equity and Derivative markets
- Portfolio review is to be done monthly with clients to deepen the client relationship.
- Ensure adherence to the Compliance process for advice given
- 1 New to Firm relationship to be sourced every month 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 / Insurance
- Domain Knowledge: Understanding of capital markets
Interested Applicants can share their CVs at Victor.Das@motilaloswal.com
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