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RiverForest Connections Private Limited logo
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 2 months ago

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