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Equity Advisor
3 weeks ago
**1. Knowledge of broking, operations knowledge, risk profiling of clients along with technical and fundamental understanding.**
**2. In-depth knowledge of Stocks, Bonds, Mutual funds.**
**3. Cross Selling & Up selling of various products and offering by MOSL.**
**4. Visit franchisees on a monthly basis.**
**5. Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transactions.**
**6. Generation of brokerage.**
**7. Generation of revenue via cross selling other products and services.**
**Responsibilities**:
- Advise clients on their equity portfolio and structuring / restructuring as required.**
**- Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap.**
**- Contribute towards investment committee ideas and prepare research reports.**
**- Coordinate with research team for advice/review of portfolio for top customers on regular basis.**
**- Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients.**
**Salary**: ₹15,225.88 - ₹37,540.01 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Indore, Madhya Pradesh: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 2 years (required)
**Speak with the employer**
+91 8108461922