Equity Advisor
Detalhes do emprego
Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge about equity /derivatives to make effective presentation on stocks and other ideas•Should be able to influence key clients to get additional business•Focusing client activation, regular interaction and meetings with client for enhancing overall business.•End to end client relationship management- advising as per risk profile of the client•Monitoring clients portfolio and updating clients about market events, developing strong rapport to bring incremental business .•Adhering to internal compliance /rules.Key Attributes•Strong communication skills to effectively communicate the complex financial concepts in a clear and concise manner.•In-depth market knowledge and an understanding of equity markets, investments products and financial instruments.•Client centric approach to tailor the solutions as per their needs.•Proactive in a nature while having attention to detail to manage large portfolios and complex financial transactions. PRB
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