Equity Advisor Kolkata

Role & Responsibilities

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

Preferred candidate profile :

Must be Graduate

NISM 8 Certified

Local candidates of Kolkata ONLY.

Must have experience in using terminal.