Equity Advisor

6 days ago

Mumbai, Maharashtra, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.

2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.

3) Keep clients in active category as per the defined norms.

4) Activate dormant clients.

5) Resolve client querries.

6) Maintain records of business on internal software.

7) Liaison with branches for revenue generation and query resolution

8) Follow guidelines of Risk management and Settlement

9) Ensure compliance as per various regulator and organization guidelines.

10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients.

Exp.- Minimum 5 year working with Stock Broking Firms

Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

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