
Equity Advisor
2 weeks ago
Function: Sales and Business Sales / Business Development
- Equity Derivatives
- Stock Trading
- Equity Research
- Investment Advisory
- Finance
Responsibilities:
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with a book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross-selling of other products like Mutual funds, PMS, and Insurance.
- Handling Queries & complaints of client's & solving them within TAT.
- Acquiring new clients & retaining old clients through periodic meetings.
- Profiling clients by conducting in-depth reviews of clients' financial requirements, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, and con calls.
Requirements:
- Experience: 5+ years
- The ideal candidate: The experienced professional with an NISM VIII certificate should have experience of 5+ years in handling HNI or UNI clients.
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