Senior Executive HR at KRChoksey Shares & Securities Pvt. Ltd.
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KRChoksey - Equity Advisor - PMS (3-6 yrs)
An Equity Advisor will be responsible for advising our customers and investors on their equity investments, servicing existing clients, relationship building, client management, generating revenue and fresh AUM.
- Devise customer profiles based on income potential, risk parameters to create homogenous client groups having similar requirements & risk appetite.
- Provide investment solutions to the Clients according to the client's risk appetite and investment horizon and continuous portfolio monitoring.
- Provide daily market outlook, short term/long term strategy on daily basis.
- Responsible to handle & service group of / HNI & corporate clients.
- Help clients for their trading related queries.
- Increase active client base.
- Reactivate the stop traders & generate revenue for the organization.
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