Financial Services Advisor

3 days ago

Indira Nagar Lucknow Uttar Pradesh, India Proveka Corporate Services Full time

Responsible for generating 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.
- Revenue generation revenue to be generated from broking accounts which are self-sourced and are sourced by RMs.
- Cross selling products like Mutual fundand Bonds.
- Terminal Handling
- New client acquisition.
- 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.

Schedule:

- Day shift

**Education**:

- Bachelor's (required)

**Experience**:

- Financial services: 2 years (required)

Work Location: In person

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