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10/12 Shubhangi Sharma
Talent Advisor at Talent Socio

Views:184 Applications:23 Rec. Actions:Recruiter Actions:10

Equity & HNI Advisor - Sales - Financial Services Firm (2-5 yrs)

Jaipur/Lucknow/MP/Mumbai/Indore Job Code: 56126

We are hiring for Equity Advisor & HNI Advisor with good communication skills for well diversified financial services firm. Which is offering a range of financial products and services.

Exp:-2 Yrs+

Designation:-Equity Advisor

Age:- Max 34 Yrs and below

Job Location:-Mumbai ( Prabhadevi Nagar)

Roles & Responsibilities :-

1. Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.

2. In-depth knowledge of Stocks, Bonds, Mutual funds.

3. Cross Selling & Up selling of various products and offering by MOSL.

4. Visit to franchisee on monthly basis.

5. Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.

6. Generation of brokerage.

7. Generation of revenue via cross selling other products and services.

If have any issue regarding the same so feel free to contact on 9557591026.

Shubhangi Sharma
Talent advisor
Talent Socio

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