Equity Advisor .

Loc : Pune shivaji nagar

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