Equity Advisor Intern

1 day ago

Surat, Gujarat, India Aastha Fintech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Job Description of Equity Advisor Internship

(Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat

JOB DESCRIPTION:

1.    Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients.

2.    Executive the orders

3.    Promoting Organization's research calls and advisory reports with the clients.

4.    Ensuring to keep maximum active clients

5.    Regular Client meetings

6.    Serving the clients via wide range of financial products and services we have with us.

7.    Revenue Generation and client activation

8.    Aiding clients to trade in the market

9.    Understands clients risk profile and minimum the risk vs. Reward balance for individual clients by optimizing product mix

  • Available for minimum 3 months of Internship
  • Certificate after 3 months of Completion
  • Stipend - 5 k Lumpsum after Completion of Internship

REQUIREMENTS/QUALIFICATIONS/SKILLS:


Bachelor's degree is required.


Skilled in analyzing client risk profiles and optimizing investment strategies accordingly.


 Excellent verbal and written communication skills for effective client interactions


Highly motivated with a proactive approach to client acquisition and In-house-sales.


Strong attention to detail with a commitment to accuracy and compliance.

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