Financial Services Professional
1 week ago
About our client:
Saaki Argus & Averil Consulting is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity debt currency commodity and derivatives markets as well as in wealth management insurance mutual funds and portfolio management services.
Job Title: Equity Advisor
Key Responsibilities:
- Advising high net worth clients on equity derivatives, currency, and commodity markets.
- Creating revenue and activating clients through effective advisory services.
- Cross-selling of other products like mutual funds, PMS, and insurance.
- Handling client queries and complaints, and resolving them within the specified timeframe.
- Acquiring new clients and retaining existing ones through regular meetings and profiling.
- Monitoring and enhancing advisors' advisory skills through call tracking, weekly targets, and meetings.
Requirements:
- 5 to 12 years of experience in a related field.
- Post Graduate/MBA/PGDM qualification.
- NISM/NCFM certifications.
- Location: Hyderabad.
Team Leader Responsibilities:
- Lead and manage a team of advisory/dealing professionals.
- Develop and implement advisory/dealing strategies.
- Provide expert financial advice to clients.
- Execute trading strategies and manage client portfolios.
- Ensure compliance with regulatory requirements.
- Build and maintain strong relationships with clients.
- Stay updated on market trends and economic conditions.
Requirements:
- 1 to 6 years of experience in a related field.
- Post Graduate qualification.
- NCFM/AMFI/IRDA certifications.
- Location: Hyderabad.
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