Strategic Equity Expert

1 month ago


Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time
Job Title: Strategic Equity Expert

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 Summary:

We are seeking an experienced Strategic Equity Expert to join our team. This role involves providing expert advice on equity, derivatives, currency and commodity markets to Super HNI clients. The successful candidate will be responsible for creating revenue and activating clients through effective advisory, cross-selling other products, handling queries and complaints, acquiring new clients and retaining existing ones by conducting regular meetings.

Key Responsibilities:
  • Advising clients on investment strategies to maximize returns.
  • Cross-selling of other products like mutual funds, PMS, and insurance.
  • Handling client queries and resolving issues in a timely manner.
  • Acquiring new clients and retaining existing ones through regular meetings.
  • Profiling clients by analyzing their financial requirements and recommending portfolios.
  • Maintaining accurate records and reporting to senior management.
Requirements:

To be successful in this role, you will need:

  • 5-12 years of experience in the financial industry.
  • Postgraduate degree or MBA/PGDM from a recognized institution.
  • NISM and NCFM certifications.
Location:

This role is based in Hyderabad, India.

Salary:

The estimated salary for this position is ₹8,00,000 - ₹15,00,000 per annum, depending on experience.



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