Equity Advisor

7 days ago

ChennaiHyderabadBangalore, India Tekpillar Services Full time
Equity Advisor

India's Leading company hiring the best talent for upgrade business.

Roles And Responsibilities :

  • Endtoend client relationship management advising as per the client's risk profile.
  • Monitoring clients portfolios and updating clients about market events, developing strong rapport to bring incremental business.
  • Adhering to internal compliance /rules.
  • Calling and activating inactive clients of the branch.
  • Generating Broking revenue from given clients.
  • Meeting regularly all the clients for market updates
  • New client acquisition
  • Crossselling of products like Mutual Funds, Insurance, Private Equity, PMS, etc.

Key Requirements :

  • Execution of trade orders on behalf of clients.
  • Building Relationships with clients.
  • Generating brokerage and volume.
  • Cross selling third party products.
  • New Client Acquisition.
  • NISM 8 certification is mandatory.
  • Graduate / Post graduate with minimum 1 yr exp in Same Field.

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