Equity Advisor- Delhi NCR
2 days ago
Role & responsibilities :
Equity sales to all clients of the branch, with special focus on HNI clients.
• Revenue generation from equity, commodity & equity products to meet the branch's overall equity broking targets.
• Generating Net interest income through Margin trade funding (MTF) as per assigned targets
• Asset gathering through Advisory products, Investiger, IPO, ETF, etc.
• Acquiring new clients & generating revenues from new clients.
• Responsible for activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market
• Help customers execute trades online and place orders on behalf of customers.
• Confirming orders and trades done during the day to clients.
• Advising clients with the requisite information regarding the market conditions.
• Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
Preferred candidate profile
As per Industry
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