Financial Services Advisor
2 months ago
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 are sourced by RMs.
- Cross selling products like Mutual fundand Bonds.
- Terminal Handling
- New client acquisition.
- 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.
Schedule:
- Day shift
**Education**:
- Bachelor's (required)
**Experience**:
- Financial services: 2 years (required)
Work Location: In person
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