Equity Advisor

4 days ago


Noida, India Dreams Solution Full time

Designation- Centralized Dealing - Equity Advisory

Ctc Lpa Budget

Experience- 1 yrs +

Qualification - Post Graduate/Graduate / NISM / NCFM as applicable

Location -Bhopal/Indore/Noida/Delhi/Mumbai

Experience Minimum 1 Year as advisor

NISM8 Certificate

Role & responsibilities

Advising HNI & Retail clients on Equity, Derivatives, currency Markets.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Mutual fund, Bonds, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• 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.
• Should be presentable with good communication & convincing skill.

Preferred candidate profile - We are hiring dynamic & resilient individuals for our Equity Advisory Team

Perks and benefits -Incentives & Bonus

HR Jyoti


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