Senior Equity Advisor

1 day ago


Hyderabad, Telangana, India Vitasta Consulting Pvt Ltd Full time

Key Responsibilities:

We are seeking a highly skilled Equity Advisor to join our team at Vitasta Consulting Pvt Ltd. As a key member of our advisory team, you will be responsible for advising SuperHNI clients on Equity Derivatives and currency & commodity Markets.

You will be handling clients with a book size of 25 lacs & above, creating revenue and activating clients through effective advisory. Additionally, you will be responsible for cross-selling of other products like Mutual fund PMS Insurance.

Key responsibilities include handling queries and complains of clients, solving them within TAT, acquiring new clients, and retaining old clients through periodic meetings.

You will be profiling clients by conducting in-depth reviews of their financial requirements, analysing information, and recommending portfolios.

Monitoring and enhancing advisors' advising skills through call tracking, weekly targets, and meetings concalls will also be a key responsibility.



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