Equity Advisor

4 weeks ago


Chennai, India TEKPILLAR SERVICES Full time

We arelooking for a Equity Advisor in Indias Leading Financial ServicesCompany.

JobRoles andResponsibilities:

  • Advising Super HNI clients on EquityDerivatives currency & commodity Markets.
  • Individually handling clients with the book size of 25lacs & above.
  • Creation of revenue &Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund PMSInsurance.
  • Handling Queries & complainsof clients & solving it within TAT.
  • Acquiring new clients & retaining the old clients byperiodic meetings.
  • Profiling clients byconducting in depth review of clients financial requirementsanalysing information & recommending portfolios.
  • Monitoring & enhancing Advisors Advising skillsthrough call tracking weekly targets & meetings oncalls.

DesiredCandidatesProfile:

  • Qualification:Graduation in anystream
  • Experience: Minimum 3to 5 Years in Sales and Marketing in the Finance or Investmentbroking domain. And 1 year in EquityAdvisor.
  • ExcellentCommunication and InterpersonalSkills
  • Good Knowledge aboutthe Investment and Share MarketKnowledge
  • Ability to workindependently and as part of ateam

For moreinformation Kindly ContactUs:

Shraddha P HRTeam

Phone/WhatsApp:

Sales,Marketing,FinancialServices,ClientRelationship,Demat,Currency,Insurance,Investment,Broking,BusinessDevelopment,Field Sales,Mutualfunds,Advisor


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