Equity Advisor
3 weeks ago
Job Overview:
We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly.
Responsibilities:
Perform risk profiling and make investment recommendations
Possess in-depth knowledge of stocks, bonds, and mutual funds
Cross-sell and up-sell various MOSL products and services
Coordinate with different departments for smooth processing of transactions
Generate revenue through brokerage and cross-selling
Maintain accurate records and provide timely reports to management
Qualifications:
NISM - 8 certification is compulsory
Bachelor's degree in finance, economics, or related field
Minimum 2-3 years of experience in equity advisory
Excellent communication and interpersonal skills
Strong analytical and problem-solving skills
If you're a self-motivated team player with a passion for equity advisory, we encourage you to apply. We offer a competitive salary package and the opportunity to work with a dynamic team.
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