Equity Advisor

12 hours 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 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, analyzing information & recommending portfolios. Monitoring & enhancing Advisor's 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

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