Portfolio Review Expert RiverForest Connections Private Limited

5.0 - 9.0 years

0 Lacs

hyderabad, all india

On-site

As an Equity Expert (EE) in the given Region/Zone/Cluster, your role is crucial in achieving revenue targets through equity/currency/commodity broking and lending. You will lead a team of Investment Specialists (IS) to generate overall revenue from Super Investor customers. Your main responsibilities include: - Conducting demat portfolio reviews and providing research/updates to team members and Super Investor clients. - Training the team on equity, commodity, and forex markets. - Aiding the IS team in achieving their targets. - Managing the regional dealer(s) who report to you. To guarantee success in this role, you will need to: - Achieve broking and lending revenue targets for the region/...

Posted 2 weeks ago

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Portfolio Review Expert RiverForest Connections Private Limited

5.0 - 9.0 years

0 Lacs

hyderabad, telangana

On-site

The role of an Equity Expert (EE) involves spearheading activation and servicing for demat holdings in a specific Region/Zone/Cluster. As an EE, your primary responsibility is to achieve revenue targets through equity/currency/commodity broking and lending within the segment. You will work closely with a team of Investment Specialists (IS) to generate overall revenue from the existing and acquired Super Investor customer base. Your main responsibilities include conducting demat portfolio reviews, providing research/updates to team members and Super Investor clients, and training the team on equity, commodity, and forex markets. As a senior equity advisor, you will support the IS team in achi...

Posted 4 months ago

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