Equity Advisor

3 days ago


Mumbai, India Clini Launch Research Institute Full time

**NISM 8 Certificate Mandatory**

**Key Responsibilities**:

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with a book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross-selling of other products like Mutual funds, PMS, and Insurance.
- Handling Queries & complaints of clients & solving them within TAT.
- Acquiring new clients & retaining old clients through periodic meetings.
- Profiling clients by conducting an in-depth review of clients' financial requirements, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, and con calls.

**Salary**:2.5 LPA

**Education**: Graduation and Above

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

**Salary**: ₹18,000.00 - ₹22,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
- Health insurance


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