Equity Advisor

Job highlights

• PF, Health Insurance, ESI (ESIC)Job DescriptionJob Description / Key ResponsibilitiesGenerate brokerage primarily by advising clients on their equity portfolio. Develop and maintain long-term relationships with customers to ensure high retention of existing clients and focus on generating new business. Stay constantly updated with market knowledge and developments. Ensure all activities are carried out in adherence to compliance and risk guidelines. Keep clients updated on their orders and transactions. Cross-sell investment products such as Mutual Funds, SIP, PMS, etc. Qualifications & ExperienceMinimum 1 year of experience in a similar background. Freshers who are willing to build a career in the stock market will also be considered. Strong communication and negotiation skills with basic knowledge of financial products and services. Candidates from the BFSI industry are preferred. What We're Looking ForA candidate who is:📈 Interested in the stock market & financial markets 🤝 Strong i

Job Description / Key Responsibilities Generate brokerage primarily by advising clients on their equity portfolio . Develop and maintain long-term relationships with customers to ensure high retention of existing clients and focus on generating new business. Stay constantly updated with market knowledge and developments. Ensure all activities are carried out in adherence to compliance and risk guidelines . Keep clients updated on their orders and transactions . Cross-sell investment products such as Mutual Funds, SIP, PMS, etc. Qualifications & Experience Minimum 1 year of experience in a similar background. Freshers who are willing to build a career in the stock market will also be considered. Strong communication and negotiation skills with basic knowledge of financial products and services. Candidates from the BFSI industry are preferred . What We're Looking For A candidate who is: 📈 Interested in the stock market & financial markets 🤝 Strong in client relationship management 🗣️ Good at communication and negotiation 💼 Comfortable with sales and cross-selling 📚 Willing to continuously learn about markets and financial products