Senior Grade Invest Advisor (avp) - Broking House

Quotient Consultancy
  • Mumbai
  • 10-15 lakh
  • 5-10 years
  • 49 Views
  • 18 May 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Advice customers on all products including equity, F & O, currency, commodity,
insurance, mutual funds, loan etc and execute transactions.
Execution of trades as per client requirements or punch the terminal.
Generate leads / referrals from existing customers and convert them.
Acquire new customers and service existing relationships, to achieve set targets.
Responsible for building AUM & Revenue generation as per company benchmarks.
Adding value to the client and staying ahead of the competition by structuring and implementing innovative deals
Responsible for meeting cross sales targets

Job Requirements:

Aggressive and confident individuals with strong client relationships
Good communication and presentation skills are a prerequisite
Self driven, target oriented individuals preferred
AMFI certified preferred



Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services, Banking, Investments, Insurance

Role Category: Sales Executive/Investment Advisor

Role: Sales Executive/Investment Advisor

Keyskills: Equity Invest Advisor Broking House Broking Invest F & O currency commodity insurance mutual funds loan


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Quotient Consultancy