Equity Advisor

Roles and Responsibilities

• Provide expert advice on equity markets, financial products, and investment strategies to clients.
  
• Develop strong relationships with existing clients through regular communication and exceptional customer service.
  
• Identify new business opportunities by networking within the community and building referral networks.
  
• Meet sales targets set by the organization while maintaining high levels of professionalism.
  
• Sell equity market services such as broking, demat accounts, IPOs, mutual funds, PMS, AIFs, structured products etc.