Equity Advisor Job in Pracworld Hr Consultancy
Equity Advisor
- Mumbai, Maharashtra
- Not Disclosed
- Full-time
- Permanent
Job Description:
? Ability of volume trading for clients
? Ability of cross selling of other products like Mutual Funds,
Insurance, Third Party Products etc.
? Ensure error free Equity and Derivative trades
? Achieve healthy revenues without compromising on client
profitability
? Should focus on overall portfolio growth, client activity ratio
and quality of information delivered
? Propose investment options based on customer needs by
assessing their risk appetite
? Support the client s decision making with the use of technology
enabled tools
? Keeping up with market news, financial trends and current
affairs
? Analyze customer portfolio and give appropriate advice
? Responsible to ensure all activities are in adherence as per
compliance and risk
? Assist in increasing depth in existing relationships
? Understanding customer needs and timely suggesting the allied
products by ensuring individual targets are met
0 to 10 Years
2 - 4 Hires
