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Equity Advisor or Equity Relationship Manager

2 weeks ago

Faridabad, Haryana, India Avani Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Role & responsibilities


• Equity sales to all clients of branch with special focus on HNI clients .


• Revenue generation from equity, commodity & equity productsto meet branch overall equity broking targets.


• Generating Net interest income through Margin trade funding (MTF) as per assigned targets


• Assest gathering through, Advisory products, Investiger, IPO, ETF etc.


• Acquiring new clients & generate revenuesfrom new clients.


• Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market


• Help customersto Execute trade online and place orders on behalf of customers .


• Giving confirmation of orders and trades done during the day to clients.


• Advising clients with requisite information regarding the market condition.


• Profiling Clients & Suggesting financial products(Equity)to meet customer needs as per their risk appetite.

Preferred candidate profile

Minimum 2-3 Years of experience in Stock Market

Sholuld have NISM 5A or NISM Viii