Equity Advisor

3 weeks ago


Hyderabad Surat Bengaluru, India Quick Turtle Full time

Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Keep clients in active category as per the defined norms. - Activate dormant clients. - Resolve client querries. - Maintain records of business on internal software. - Liaison with branches for revenue generation and query resolution - Follow guidelines of Risk management and Settlement - Ensure compliance as per various regulator and organization guidelines. - Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. - Exp.- Minimum 5 year working with Stock Broking Firms - Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation


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