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Equity Advisor

1 month ago

Chennai, India Saaki Argus & Averil Consulting Full time

About our client:


Our client is a leading financial services provider in India offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity debt currency commodity and derivatives markets as well as in wealth management insurance mutual funds and portfolio management services.


Job Title: Equity Advisor Relationship Manager (RM) / Team Leader (TL)


Preferred skills for Relationship Manager


Experience: 5 to 12 years


Location: Hyderabad


Qualification: Post Graduate/MBA/PGDM


Certifications: NISM / NCFM


Roles and Responsibilities for Relationship Manager


Advising Super HNI clients on Equity Derivatives currency & commodity Markets.


Creation of revenue & Activation of clients through effective Advisory.


Cross selling of other products like Mutual fund PMS Insurance.


Handling Queries & complains of clients & solving it within TAT.


Acquiring new clients & retaining the old clients by periodic meetings.


Profiling clients by conducting in depth review of clients financial requirements analyzing information & recommending portfolios.


Monitoring & enhancing Advisors Advising skills through call tracking weekly targets & meetings con calls.


Preferred Skills for Team Leader


Experience: 1 to 6 years


Location: Hyderabad


Qualification: Post Graduate


Certifications: NCFM AMFI IRDA


Roles and Responsibilities for Team Leader

Lead and manage a team of advisory/dealing professionals


Develop and implement advisory/dealing strategies


Provide expert financial advice to clients


Execute trading strategies and manage client portfolios


Ensure compliance with regulatory requirements


Build and maintain strong relationships with clients


Stay updated on market trends and economic conditions


Remote Work :

No