Equity Advisor
5 days ago
Urgent Hiring For Equity Advisor
- Responsible to generate brokerage primarily through advising clients on their equity portfolio
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
- Will need to be constantly updated with the market knowledge.
- Ensure all the activities are in adherence as per compliance and risk.
- Keeping the clients updated on their orders.
- Crossing selling third party products like Mutual fund, SIP, and PMS.
- To achieve healthy revenues without compromising on clients profitability.
- Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
- Propose investment options based on customer needs by assessing their risk appetite.
- Support the client decision making with use of technology enabled tools
- Develop Knowledge of market news, financial trends and current affairs
- Analyse customer portfolio & give appropriate advice
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Assist in increasing depth in existing relationships
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹12,000.00 - ₹15,000.00 per month
Schedule:
- Morning shift
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Faridabad, Haryana: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Higher Secondary(12th Pass) (preferred)
**Experience**:
- Equity research: 1 year (preferred)
**Speak with the employer**
+91 7428874563
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