Equity Advisor / Equity Dealer

PeopleStrong HR Services Pvt. Ltd.
  • Delhi, Mumbai
  • 2-6 lakh
  • 0-5 years
  • Views
  • 16 Oct 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Equity Advisor


* Advising clients on Equity & Derivatives.
* Individually handling clients.
* Creation of revenue & Activation of clients through effective Advisory.
* Cross selling of other products like Mutual fund, PMS, Insurance.
* 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, con calls


Job Posted By

Mukesh Choudhary
Senior Recruitment Associate