Equity Expert/Portfolio Review Expert
2 days ago
Role & responsibilities
- Achievement of Broking and lending revenue targets for the region/zone/cluster Equity, Currency & Commodity
- Responsible for the training on above mentioned business line in the given geography
- Provide support to all members of the SI team of the Region
- Research ideas are well communicated across the team and Super Investors of the given geography
- Manage the team of dealer(s) of the region/zone/cluster
- Servicing and garnering revenue from Sharekhan Super Investor in the given geography
- Interact closely with the key stake holders
- Make customers eligible for upgrade to other segments
Preferred candidate profile
- Graduate/Post Graduate
- Course on Fundamental and Technical Analysis would be an added advantage.
- NISM VIII and NCFM certifications are a must
- CFP and IRDA would be an added qualification
- A good understanding and knowledge of equity, currency & commodity markets along with lending products is a must.
- • Ability to work with different teams
Perks and benefits
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