Equity Advisor

View: 106

Update day: 06-05-2024

Location: Ahmedabad Gujrat Surat Vadodara / Baroda

Category: Finance / Bank / Stock Insurance

Industry: Investment Banking Venture Capital Private Equity

Position: Sales Executive/Investment Advisor

Job type: Full Time, Permanent

Experience: 1 - 6 years

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Job content

Acquiring quality clients for Broking & Third Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization.
Generating Cross Sell revenue through sale of third party products like Insurance, Mutual Funds, NCDs etc.
Inducting new clients to the Dealing Desk for smooth interaction and services.
Liaising with Dealing Desk for revenue generation and query resolution.
Ensuring compliance as per various regulator and organization guidelines.
Ensuring that the defined productivity targets on business and service parameters are met consistently.
Ability to process several inputs provided by research team and other sources and communicate to the clients depending upon their requirement

SKILL SETS

- Minimum 1 year relevant experience in the Stock Broking Industry.

- Understanding and good knowledge of the equities and other financial products.

- Good communication, multi-tasking and organizational skills.

- Passionate about sales and marketing with a positive attitude

QUALIFICATION

- Minimum Graduate (Post Graduate would be preferred with specialization in Sales & Marketing)

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