Equity Advisor

We are looking for a Equity Advisor in Indias Leading Financial Services Company.

Job Roles and Responsibilities:

• Advising Super HNI clients on Equity Derivatives currency & commodity Markets.
• Individually handling clients with the book size of 25 lacs & above.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Mutual fund PMS Insurance.
• Handling Queries & complains of clients & solving it within TAT.
• Acquiring new clients & retaining the old clients by periodic meetings.
• Profiling clients by conducting in depth review of clients financial requirements analysing information & recommending portfolios.
• Monitoring & enhancing Advisors Advising skills through call tracking weekly targets & meetings on calls.

Desired Candidates Profile:

• Qualification: Graduation in any stream
• Experience: Minimum 3 to 5 Years in Sales and Marketing in the Finance or Investment broking domain. And 1 year in Equity Advisor.
• Excellent Communication and Interpersonal Skills
• Good Knowledge about the Investment and Share Market Knowledge
• Ability to work independently and as part of a team

For more information Kindly Contact Us:

Shraddha P HR Team

Phone/WhatsApp:

Sales,Marketing,Financial Services,Client Relationship,Demat,Currency,Insurance,Investment,Broking,Business Development,Field Sales,Mutual funds,Advisor