Advisor Retail

3 days ago


Surat Gujarat, India Serving Skill Full time

**Roles and responsibilities**:
1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.

2. To keep abreast with market knowledge and market intelligence

3. Responsible to ensure all activities are in adherence as per Compliance & Risk.

4. Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business

1. Graduate/Post Graduate with minimum 1-2yrs experience in Equities on the clients’ advisory side.

2. Should have sound understanding of capital markets.

3. Should be result-oriented, self-starter, proactive,

4. Should possess strong networking and relationship building skills and good communication skills.

**5. Should be NISM Currency Derivatives certified.(series 8)**

Pay: ₹30,000.00 - ₹60,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Application Question(s):

- Should have NISM Certification
- Should understand market reports
- Comfortable with cross selling products

**Experience**:

- Broking Industry: 1 year (required)
- Cross selling: 1 year (preferred)
- Field sales: 1 year (preferred)
- Advising HNI Clients: 1 year (preferred)
- Financial market: 1 year (preferred)

Work Location: In person


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