Location
Chennai | India
Job description
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
Job tags
Salary
