Equity Advisor - IFA

Job Description

1) Business Acumen a. Expert - Servicing existing PMS clients. -Build a good rapport with them by providing market information & current portfolio status. -Cross selling of Insurance, PMS and other Private equity products. -Ability to learn and be updated in line with the capital markets and current affairs. -Achieving desired sales targets. -Having strong analytical & communication skills. 2) Desired Skill Sets a. Expert Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial wellbeing. A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients. Good oral and written communication skills with clarity of thought, speech and expression. Good interpersonal skills. Good Analytical Skills. 3) General Competencies Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result oriented. Role Requirements Educational Qualifications: Any MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like NISM 8 Series will be an advantage. Experience: Minimum 1 year of experience into trading & terminal operation.