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Equity Advisor

Zeal Hind Groups

Pune

₹ 1.5 Lac - 15 Lac P.A

0 - 15 Years

Full Time

Views:125

Applicants:9

Posted on 15 Mar, 2024

In Office

Job Description | Responsibilities

Job Description

-Advising Super HNI Clients on Equity, Derivatives, Currency & Commodity Markets.

-Creation of revenue & Activation of Clients through effective Advisory.

- Cross Selling of other products like Mutual fund, PMS, Insurance.

-monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings , con call.

Overview

  • Industry - BANKING / FINANCIAL SERVICES / BROKING, Private Equity & Investment Firms, Securities / Stock Brokers / Investment Industry
  • Functional Area - Financial Services / Broking
  • Job Role - Mutual Fund Analyst, Portfolio Manager, Product Manager - Mutual Funds, Stock Broking - Trading Advisor, Other Financial Services / Broking
  • Employment type - Full Time
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

Nism certification Mutual fund Demate Cross Selling HNI Client Handling Currency Equities / Equity derivatives

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