Equity Advisor

Key Responsibilities

• To be responsible for HNI client acquisition, equity advisory and dealing.
• To improve business generation from new and existing clients.
• To cement existing relationships, develop new ones; strong service attitude.
• To identify the customer requirement and need gaps and work towards bridging the same.

Key Requirements

• Should be a graduate/MBA with 2-4 years of experience in the broking industry in a similar function.
• Should be able to acquire, advise and handle relationships of top end clients.
• Should be proficient in equity and derivatives products and have understanding of equities markets.
• Should be certified in Equity and Derivative Segment
• Should have NISM 7 and 8 certificates (Mandatory)