Equity Advisor

2 weeks ago

Pune, India DQ Full time

**Job Description : Financial Services**

**Function**: Sales and Business → Sales / Business Development
- Equity Derivatives
- Equity Trading
- Equity Research
- Investment Advisory
- Finance

**Responsibilities**:

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with a book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross-selling of other products like Mutual funds, PMS, and Insurance.
- Handling Queries & complaints of client's & solving them within TAT.
- Acquiring new clients & retaining old clients through periodic meetings.
- Profiling clients by conducting in-depth reviews of clients' financial requirements, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, and con calls.

**Requirements**:

- Experience: 1+ years

**Why Explore a Career with us**

We believe that knowledge is the fountainhead of growth. The reason why we encourage and appreciate a culture of continuous learning with a focus on conceptual understanding. Skill enhancement, multi functional, and an entrepreneurial mindset. We believe it is this learning that helps our people grow in terms of intellect, responsibility and materially. After all, an investment in knowledge pays the best dividends

**Salary**: ₹500,000.00 - ₹550,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Equity research: 1 year (preferred)
- Private equity: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**
+91 9113979967

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