Equity Advisor

Equity Advisor

Ahmedabad, India

DSP Eminence Consulting Services

Job Description

Location : Ahmedabad, Mumbai, Pune, Bangalore
CTC : Upto 11 LPA
Experience : 5-7 Yrs in Broking , Handling HNI Clients


Key Responsibilities :
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

· Individually handling clients with the book size of 25 lacs & above.

· Creation of revenue & Activation of clients through effective Advisory.

· Cross selling of other products like Mutual fund, PMS, Insurance.

· Handling Queries & complains of client's & solving it within TAT.

· Acquiring new clients & retaining the old clients by periodic meetings.

· Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

· Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Required Knowledge, Skills, and Abilities

  • equity advisor

Education + Experience

  • Qualification: Bachelor's degree
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