
Equity Advisor
4 days ago
Designation- Centralized Dealing - Equity Advisory
Ctc Lpa Budget
Experience- 1 yrs +
Qualification - Post Graduate/Graduate / NISM / NCFM as applicable
Location -Bhopal/Indore/Noida/Delhi/Mumbai
Experience Minimum 1 Year as advisor
NISM8 Certificate
Role & responsibilities
Advising HNI & Retail clients on Equity, Derivatives, currency Markets.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Mutual fund, Bonds, 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.
• Should be presentable with good communication & convincing skill.
Preferred candidate profile - We are hiring dynamic & resilient individuals for our Equity Advisory Team
Perks and benefits -Incentives & Bonus
HR Jyoti
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