Equity Advisor

5 months ago


Hyderabad Telangana, India Serving Skill Full time

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- 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, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

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

Pay: ₹30,000.00 - ₹80,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Fixed shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Application Question(s):

- Have strong HNI/UHNI Client base
- NISM

**Experience**:

- Broking Industry: 1 year (required)
- HNI Client handling: 1 year (preferred)
- Franchisee handling: 1 year (preferred)
- Advisory: 1 year (preferred)
- IP Products: 1 year (preferred)
- Stock broking Industry: 1 year (preferred)

Work Location: In person


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