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Equity Advisor

Pune
Full-Time
Senior: 7 to 10 years
2L - 6L (Per Year)
Posted on May 27 2023

About the Job

Skills

Insurance
equity
Mutual Funds

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 

About the company

We offer Staffing and consulting services to our multiple IT & Non-IT clients Globally.

Industry

Staffing and Recruiting

Company Size

11-50 Employees

Headquarter

delhi

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