Equity Advisor

Role & responsibilities

• Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Identify and acquire new clients for equity, derivatives, and other investment products.
• Assist clients with account opening formalities and onboarding processes.
• Maintain regular contact with clients to understand their investment needs and provide suitable product recommendations.
• Stay updated on market movements, research reports, and new product offerings.
• Responsible for delivering Webinar & Seminar on various financial products.
• Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products
• Stay updated on market movements, research reports, and new product offerings