Strategic Equity Financial Advisor

2 weeks ago

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

About Saaki Argus & Averil Consulting:

We are a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of our clients. We 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 - Relationship Manager (RM) / Team Leader (TL)

Main Responsibilities:

  • Advising high net worth clients on Equity, Derivatives, currency & commodity Markets.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Preferred Skills for Team Leader:

  • Experience: 1 to 6 years
  • Location: Hyderabad
  • Qualification: Post Graduate
  • Certifications: NCFM, AMFI, IRDA
  • Roles and 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.

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