Equity Advisor

1 day ago

Lucknow, India Cubical Oprations Full time

1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows.

2. Sourcing & deepening of relationships from existing customer base of customers

3. Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.

4. Develop business, maximize revenue generation & other business vectors

5. Selling Equity based investment ideas to the base & to generate brokerage primarily through advising them on their equity portfolio and work on other business vectors.

6. Should be target-driven, self-starter and effective in servicing skills and conflict management.

7. Perform Trades as per the approval / orders of the customer, Communicating with clients

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES**
- To maintain a synergetic relationship with Investment Counsellors, to enhance business.
- To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Provide regular updates to the immediate superior as and when required. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

**Job specific skills**

1. Graduate / Post graduate with minimum 2 yr exp in Equities

2. Should have sound understanding of capital markets,

3. Should be a result-oriented, self-starter, proactive, good communication skills.

4. Should possess strong networking & relationship building skills

**Salary**: ₹400,000.00 - ₹500,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- How many years of experience do you currently have as Equity Advisor?

**Speak with the employer**
+91 7905995420

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