Equity Expert/Portfolio Review Expert

5 - 10 years

5 - 14 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

  • Achievement of Broking and lending revenue targets for the region/zone/cluster Equity, Currency & Commodity
  • Responsible for the training on above mentioned business line in the given geography
  • Provide support to all members of the SI team of the Region
  • Research ideas are well communicated across the team and Super Investors of the given geography
  • Manage the team of dealer(s) of the region/zone/cluster
  • Servicing and garnering revenue from Sharekhan Super Investor in the given geography
  • Interact closely with the key stake holders
  • Make customers eligible for upgrade to other segments

Preferred candidate profile

  • Graduate/Post Graduate
  • Course on Fundamental and Technical Analysis would be an added advantage.
  • NISM VIII and NCFM certifications are a must
  • CFP and IRDA would be an added qualification
  • A good understanding and knowledge of equity, currency & commodity markets along with lending products is a must.
  • • Ability to work with different teams

Perks and benefits

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Sharekhan

Financial Services

Mumbai

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