Strategic Equity Advisor

4 days ago


Mumbai, Maharashtra, India Zeal Hind Groups Full time

Key Responsibilities:

  • Advising Ultra HNI clients on equity, derivatives, currency & commodity market.
  • Building strong rapport with Business associates to bring business scalability and quality servicing.
  • Focusing on customer & BA longevity by deep knowledge-based advice.
  • Helping Business associates to scale existing base & revenue through quality service & showcasing future opportunities.
  • Executing profiling of mapped large customers & Business associates by conducting in-depth reviews of customers' financial requirements, analysing investors' investment styles, risk appetites, and recommending suitable portfolios or actionable advice.

Additional Responsibilities:

  • Creating large option books along with revenue & maximum activation of Business associate customers through quality advisory services.
  • Upselling and looking for opportunities to guide large customers to diversify their investment portfolios by advising them suitable products like Mutual funds, PMS, IAP, Insurance, hence, bringing stability and longevity.

Requirements:

  • Fresher with NISM Certification can apply.

Working with Zeal Hind Groups:

We are looking for a highly skilled Equity Advisor to join our team at Zeal Hind Groups. The successful candidate will be responsible for advising Ultra HNI clients on equity, derivatives, currency & commodity market.



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