Location
Vijayawada | India
Job description
Indias Leading Financial Services Company is looking for a highly motivated Equity Advisor.
Key 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 con calls.
Desired Candidates Profile:
- Qualification: Any Graduation or Post Graduation
- Experience: Minimum 1 to 5 Years in similar role of equity advisor or dealer.
- Excellent Communication and Presentations Skills
- Relevant certifications such as NISMSeriesVA: Mutual Fund Distributors Certification NISMSeriesVIII: Equity Derivatives Certification and others are preferred.
- Strong analytical skills and a deep understanding of financial markets
For more information Kindly Contact Us:
Jaydip P HR Team
Phone/WhatsApp:
Equity,Equity Advisor,Commodities,Share Market,Share Trading,Currency,Sales,Marketing,Client Relationship,Investment,Mutual Funds,Dealer Management,Cross Selling
Job tags
Salary
