Equity Advisor

14

Applications

Mumbai
Full-Time
Junior: 1 to 3 years
3L - 5L (Per Year)
Posted on Apr 09 2024

About the Job

Skills

Communication
Customer Relationship Management (CRM)
Cross-Selling
Financial Advisory
Securities
Portfolio Management

Work Place : Mindspace, Malad West 

 

1. Responsible to generate brokerage primarily through advising clients on their equity portfolio

2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business

3. Will need to be constantly updated with the market knowledge

4. Ensure all the activities are in adherence as per compliance and risk.

5. Keeping the clients updated on their orders

6. Crossing selling third party products like Mutual fund, SIP, and PMS

 

Office timings will be from 9:00 am to 6:00 pm.

 

Salary :(Based on interview performance & relevant work Experience) up to 5 LPA + incentives & quarterly appraisals.


Interested candidates can send their resumes on hrr4@rightness.in or WhatsApp me on 8419916481

About the company

ABOUT US We are a knowledge-driven firm that values transparent business practices and provides comprehensive solutions to help businesses achieve their goals of rapid product innovation and profitability. The foundation of Rightness Personnel Solutions Pvt.Ltd is continual innovation, unique customization and use of the state of the art technology tools implemented through ethical & ...Show More

Company Size

11-50 Employees

Headquarter

Bangalore

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