Equity Advisor

3 months ago

Lucknow, India Acme Services Full time

Job Roles
- Responsible to generate brokerage primarily through advising clients on their equity portfolio
- Punching orders on terminal on behalf of clients
- Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
- Will need to be constantly updated with the market knowledge
- Ensure all the activities are in adherence as per compliance and risk.
- Keeping the clients updated on their orders
- Crossing selling third party products like Mutual fund, SIP, and PMS

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹500,000.00 per year

Schedule:

- Morning shift

Ability to commute/relocate:

- Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

**Speak with the employer**
+91 8007487823

  • Equity Advisor

    3 months ago

    Lucknow, India Acme Services Full time

    Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on the terminal on behalf of clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly updated with the...

  • Mutual Fund Advisor

    3 months ago

    Lucknow, India Finowings Training Academy Pvt.Ltd Full time

    **Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

  • Bm Broking

    4 months ago

    Lucknow, India Kotak Securities Full time

    **Department**:Broking **Channel** **Designation: Branch Manager** **Grade: M3 or M4 - Manager OR Sr. Manager** **Years of Exp: 4 to 6 yrs** **Location: Mumbai **Role**: - Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. - Responsible to manage a team of...

  • Financial Services Advisor

    3 weeks ago

    Indira Nagar , Lucknow, Uttar Pradesh, India Proveka Corporate Services Full time

    Responsible for generating brokerage primarily through advising clients on their equity portfolio. - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. - Revenue generation revenue to be generated from broking accounts which are self-sourced and...

  • Independent Investment Advisor

    1 month ago

    Lucknow, India deVere Group Full time

    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.This role is based in Gurgaon or Mumbai and may require relocation.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast...

  • Agm - Sales & Marketing

    3 months ago

    Lucknow, India Awadh Landmark reality pvt ltd Full time

    Job Summary: The Assistant General Manager (AGM) of Sales & Marketing is a senior leadership position responsible for driving sales and marketing strategies to achieve the company's revenue and growth targets. This role involves overseeing all aspects of sales and marketing activities within the real estate company, including market analysis, lead...