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17/05 Shraddha Dobariya
HR Recruiter at Tekpillar Services

Views:10 Applications:8 Rec. Actions:Recruiter Actions:6

Equity Advisor (1-5 yrs)

Chennai/Hyderabad/Bangalore Job Code: 326235

Equity Advisor


India's Leading company hiring the best talent for upgrade business.

Roles And Responsibilities :

- End-to-end client relationship management- advising as per the client's risk profile.

- Monitoring clients portfolios and updating clients about market events, developing strong rapport to bring incremental business.

- Adhering to internal compliance /rules.

- Calling and activating inactive clients of the branch.

- Generating Broking revenue from given clients.

- Meeting regularly all the clients for market updates

- New client acquisition

- Cross-selling of products like Mutual Funds, Insurance, Private Equity, PMS, etc.

Key Requirements :

- Execution of trade orders on behalf of clients.

- Building Relationships with clients.

- Generating brokerage and volume.

- Cross selling third party products.

- New Client Acquisition.

- NISM 8 certification is mandatory.

- Graduate / Post graduate with minimum 1 yr exp in Same Field.

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