Equity Advisor

1 - 6 years

3 - 5 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Designation- Centralized Dealing - Equity Advisory

Ctc - 5.00 Lpa Budget

Experience- 1 yrs +

Qualification - Post Graduate/Graduate / NISM / NCFM as applicable

Location -Bhopal/Indore/Noida/Delhi/Mumbai

Experience Minimum 1 Year as advisor

NISM8 Certificate

Role & responsibilities

Advising HNI & Retail clients on Equity, Derivatives, currency Markets. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Should be presentable with good communication & convincing skill.

Preferred candidate profile

Perks and benefits

HR Jyoti

6265143779

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