Hiring Equity Advisors for Yamunanagar – Haryana 1049 views4 applications


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Roles and Responsibilities for Advisory – Retail

The candidate would be primarily responsible for bringing quality existing relationships, handling a select group of retail clients, by providing them with exceptional, specialized & individualized advice towards managing their equity investment & trading portfolio, thereby achieving targeted revenue & client service norms.

Besides managing the Equities Investment & Trading portfolio of existing & new clients,

1. Brokerage is generated primarily through advising clients on their equity portfolios.

2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of existing customers and focus on generating new business.

3. will need to be kept up to date on market information.

4. Ascertain that all activities are in accordance with compliance and risk.

5. Keeping the clients updated with their orders.

Desired Candidate Profile

· NISM 8 is mandatory.

· Strong analytical skills and the ability to work in teams.

· A thorough understanding of financial markets, their behavior, movements and expectations with respect to the market.

 

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