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Financial Advisor

2 weeks ago

Bengaluru, Karnataka, India Bonanza Portfolio Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job description:

· Responsible for managing client's portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.

· Communicating trading on calls and investing ideas to customers.

· To trade on behalf of clients.

· Responsible for brokerage generation.

· Cross selling third party products.

· Research and build relationships with clients.

Qualification:

·

Graduate / Post Graduate

Certification:

·
NISM

Mandatory

Experience:

·

Minimum

1+ Year dealing experience.

Key Skills:

· Pleasant personality and good communication skills.

· Basic knowledge of finance and financial products.

·
Must have worked on ODIN software.

· Good in Excel.

Functional Area:

·

Trading