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Equity Advisor & Relationship Manager, Sal upto 15 lpa

3 - 8 years

5 - 15 Lacs

Kolkata

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Broking Stock Broking Equity Advisory PMS MF trading New Client Acquisition Portfolio Management manager Equity Broking Equity Settlement HNI Acquisition sales relationship manager NISM HNI Sales Equity Sales equity trading Dealing Online Trading Brokerage

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hi, We have vacancy for Equity Advisor - Kolkota Job Specifications Role Designation: Advisor Department: PCG Function: Advisory Role type: Individual Experience: 3+ Years in Equity / MF / PMS / Broking Sal upto 15 lpa Reporting to: Group Advisory Leader-PCG Location: Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios. New client acquisition for Broking, Investment products PMS/MF/Fixed Income and Insurance as per assigned targets. Key Deliverables Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to the Compliance process for advice given. One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP. Daily meetings to be done with existing clients and new prospects for business. Role Requirements Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Pls call Devika 9514266618 for more info. Thanks, Devika 9514266618

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