Financial Services Professional

3 weeks ago


Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time

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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