Equity Advisor
Equity Advisor
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Job Description
About our client:
Our client is a leading financial services provider in India offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity debt currency commodity and derivatives markets as well as in wealth management insurance mutual funds and portfolio management services.
Job Title: Equity Advisor Relationship Manager (RM) / Team Leader (TL)
Preferred skills for Relationship Manager
Experience: 5 to 12 years
Location: Hyderabad
Qualification: Post Graduate/MBA/PGDM
Certifications: NISM / NCFM
Roles and Responsibilities for Relationship Manager
Advising Super HNI clients on Equity Derivatives currency & commodity Markets.
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 analyzing information & recommending portfolios.
Monitoring & enhancing Advisors Advising skills through call tracking weekly targets & meetings con calls.
Preferred Skills for Team Leader
Experience: 1 to 6 years
Location: Hyderabad
Qualification: Post Graduate
Certifications: NCFM AMFI IRDA
Roles and Responsibilities for Team Leader
Lead and manage a team of advisory/dealing professionals
Develop and implement advisory/dealing strategies
Provide expert financial advice to clients
Execute trading strategies and manage client portfolios
Ensure compliance with regulatory requirements
Build and maintain strong relationships with clients
Stay updated on market trends and economic conditions
Remote Work :
No
Employment Type
Full Time
