Financial Advisor

10 hours ago

Noida Uttar Pradesh, India Tag investments Full time

**Location** -- Delhi NCR, Noida sector 99, kaushambi, ghaziabad

**Roles and responsibilities of Financial Advisor / Dealer**

1) Acquiring and servicing customers for equity & derivative broking.

2) Responsible for revenue generation in terms of brokerage from existing and new clients by offering the products.

3) According to client portfolio advice them for long term and short term investments planning.

4) Develop and maintain customer relations for growth of business.

5) On the basis of the current database,generate calender for for weekly client meetings.

6) Analyse and make strategy for meeting that inquiry and convert leads in client.

8) Arranging monthly client webinar or quarterly.

9) Generating referrals from existing clients and taking feedbacks.

10) Converting inactive clients into active clients.

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

**Experience**:

- Financial Advisor: 1 year (required)

Work Location: In person

**Speak with the employer**

+91 9205515067

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