Equity Advisor

Job Summary
Dealer :

-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.

-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.

-Procuring the potential clients through networking, database, market analysis and references.

-Generating cross-sell revenue and doing 360 degree financial planning by wealth management.

-Managing and improving relationship values through latest updates & development in market.

-Liaison with operations team to resolve queries and revenue generation.

-Comply with organizational guidelines and norms.

-Identifying, acquiring, developing and maintaining customer relationships

-Maintaining up to date knowledge of competitor activity, products and services.

Responsibilities and Duties
**Required Experience, Skills and Qualifications
Qualification : Inter with min 2 years exp/ Graduate

NISM : DERIVATIVES MANDATORY
****Desired Competencies for all the position
Excellent communication skillsExcellent objection handling and conflict management skillsExcellent relationship management skillsEfficient selling skills

Job Type: Full-time

Pay: ₹120,000.00 - ₹240,000.00 per year

Work Location: In person