Equity Advisor Bhubaneshwar

Role & Responsibilities

Role Designation: Equity Advisor: Retail

Reporting to: Team Leader Advisory

Location: Bhubaneshwar

Job Purpose

Responsible to Brokerage generation primarily through advising

clients on their Equity portfolio.

New client acquisition for Broking , Investment products

PMS/MF/Fixed Income and Insurance on as per assigned targets.

Key Deliverables

1. Ensure timely advice to customers for Equity markets.

2. Portfolio Review to be done monthly with clients for

deepening the Client relationship.

3. Ensure adherence to Compliance process for advice given

4. 2 New to Firm relationship to be sourced on monthly basis.

5. Daily meetings to be done with existing clients and new

prospects for business.

6. Must have exp in using Terminal.

• 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

Preferred candidate profile