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Equity Advisor

2 months ago

mumbai, India Infojini Inc Full time

Hiring for Equity Advisor/Equity Manager/Equity VP-AVP in Equity/Mutual Funds/ Trading/ PMS
Mumbai Candidate may only apply

Equity Advisor/Equity Manager/Equity VP-AVP.
Location: Prabhadevi, Mumbai
Compensation as per the market standard
Year of experience: 3 to 8 yrs experience mandatory in Equity/Mutual Funds/ Trading/ PMS
Industry experience require: Brokerage firm only

Job Responsibilities
Ensure timely advice to customers for Equity and Derivative markets.
Portfolio Review to be done monthly with clients for deepening the Client relationship
Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and new prospects for business.

Role Requirements:
Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets o IT Skills: MS Office