Equity Advisor
Equity Advisor59
Applications
59
Applications
Not Accepting Applications
About the Job
Skills
Equity Advisor .
Loc : Mumbai Malad
Salary : 2LPA 6 LPA
Exp : 2 + years
NISM Certificate is preferred
jd.
Ø Advising Ultra HNI clients on equity, derivatives, currency & commodity market.
Ø Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity w by focusing more on research & deep knowledge based advise
Ø Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity
Ø Will be given existing book to manage – should apply deep market understanding & Advance strategies to increase book size & revenue
Ø Will be responsible to meet large customers and BA on regular basis
Ø Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
Ø Creating large option book along with revenue & maximum activation of BA customers though quality advisory
Ø Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
About the company
Industry
Staffing and Recruiting
Company Size
11-50 Employees
Headquarter
delhi