Equity advisor
hace 11 días
Delhi
Job Role- Equity Advisor/ Dealer
Job Location – Delhi/ NCR , Punjab , Jaipur, Lucknow, Kanpur, Bareilly , Indore, Bhopal
CTC – 7 lpa
Educational Qualifications: Graduate with Minimum 50%
Experience: 1+ Years’ experience in NBFC & BFSI
Additional Certification- NISM 8 Equity derivative
Age- 30 Max Job Description- 1. Placing orders on behalf of customers - Terminal handling 2. Providing advisory services- AUM product penetration 3. Responsible to generate brokerage primarily through advising clients on their equity
portfolio 4. Cross selling of third party investment products ( Insurance, MF, PMS, SIP’s,TGS,AIF, Bonds, FD, Unlisted shares, IAP etc) 5. Responsible for generating revenue from Third party product. 6. New Client Acquisition & retention 7. Client Meeting Other –
Target - 5x DESIRED SKILL SET:
• Equity Market Knowledge
• Able to Understand Market Reports and share Information with Clients.
• Effective Communication Skills.
• GENERAL COMPETENCIES:
• Positive attitude, socially effective, high level of perseverance and patience