Equity Advisor

TekPillar

  • Chennai, Tamil Nadu
  • Permanent
  • Full-time
  • 22 days ago
We are looking for a Equity Advisor in India's Leading Financial Services Company. Job Roles and Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, on calls. Desired Candidates Profile: Qualification: Graduation in any stream Experience: Minimum 3 to 5 Years in Sales and Marketing in the Finance or Investment broking domain. And 1 year in Equity Advisor. Excellent Communication and Interpersonal Skills Good Knowledge about the Investment and Share Market Knowledge Ability to work independently and as part of a team For more information - Kindly Contact Us: Shraddha P | HR Team Phone/WhatsApp: +91 84888 33693

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