Equity Advisor and Trader

6 days ago

Hyderabad Telangana, India Serving Skill Full time

Job Title: Advisor

Key Responsibilities:

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

Educational specifications:
1. Minimum Qualification Graduation & Above

2. Preferred Qualification

Pay: ₹70,000.00 - ₹90,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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