Portfolio Review Expert
4 days ago
**POSITION PURPOSE**:
To spearhead activation and servicing for demat holdings in the given Region/Zone/Cluster. The primary responsibility of the Equity Expert (EE) is to achieve revenue targets of the Region/Zone/Cluster through equity/currency/commodity broking and lending within the segment by aiding a team of Investment Specialist (IS) who are responsible for generating the overall revenue, including broking and lending revenue of the segment through the existing and acquired Super Investor customer base.
**RESPONSIBILITIES**:
**MAIN RESPONSIBILITIES**:
The main responsibility of the EE is to achieve broking and lending revenue target of the Region by conducting demat portfolio reviews and providing research / updates to team members and Super Investor clients of company. Also training the team on equity, commodity and forex markets will be one of the key responsibility. This is a senior equity advisor role. The EE will be aiding a team of IS in achieving their targets. The regional dealer(s) will be reporting into the Equity Expert.
TO GUARANTEE:
Achievement of Broking and lending revenue targets for the region/zone/cluster - Equity, Currency & Commodity
Responsible for the training on above mentioned business line in the given geography
Provide support to all members of the SI team of the Region
Research ideas are well communicated across the team and Super Investors of the given geography
Manage the team of dealer(s) of the region/zone/cluster
**TO CONTRIBUTE**:
Servicing and garnering revenue from company Super Investor in the given geography
Interact closely with the key stake holders
Make customers eligible for upgrade to other segments
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