Equity Advisor

1 day ago

Patna, India Acumen Edge Pvt.Ltd. Full time

**Job Description: Equity Advisor**
- Profiling Clients & suggesting financial products (Equity) and recommending portfolios to meet customer needs as per their risk appetite.
- Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.
- Placing orders on behalf of clients based on Clients request. Update client for order and trade on recorded line during and after market hours.
- Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing & upgrading the client relationship. Maintain 0% dealing error.
- Maintain daily client’s activity.
- Ensuring the highest level of service to the clients.
- Ensure resolution of client queries within TAT.
- Activate dormant clients.
- Ensure regular client meetings.
- Responsible for cross selling products like Mutual Fund, SIPs, IPOs, Insurance and other Acumen Edge products to the existing set of customers.
- Follow guidelines of Compliance and Risk management.
- Graduate / Post graduate with 3 - 4 years, with minimum 1 - 2 years’ experience in Equities on the client advisory side.
- Should have sound understanding of capital markets,
- Should possess strong networking & relationship building skills, and good communication skills.
- Should be a self-starter, proactive & target oriented.
- NISM/NCFM VIII certificate is necessary.

**Salary**: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift
- Weekend availability

Supplemental pay types:

- Quarterly bonus

Ability to commute/relocate:

- Patna, Bihar: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 2 years (required)

License/Certification:

- NISM VIII (preferred)

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