Equity Advisor
4 weeks ago
Ability of volume trading for clients
- Ability of cross selling of other products like Mutual Funds,
Insurance, Third Party Products etc.
- Ensure error free Equity and Derivative trades
- Achieve healthy revenues without compromising on client
profitability
- Should focus on overall portfolio growth, client activity ratio
and quality of information delivered
- Propose investment options based on customer needs by
assessing their risk appetite
- Support the client’s decision making with the use of technology
enabled tools
- Keeping up with market news, financial trends and current
affairs
- Analyze customer portfolio and give appropriate advice
- Responsible to ensure all activities are in adherence as per
compliance and risk
- Assist in increasing depth in existing relationships
- Understanding customer needs and timely suggesting the allied
products by ensuring individual targets are met
**Salary**: ₹15,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
Ability to commute/relocate:
- Andheri, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 7984068629
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