Equity Advisor
Aditya Birla Financial Shared Services · Kochi · onsite · Posted 34d ago
About a minute. You'll make an account on the way through.
About this role
Role: Equity Dealer / Equity Advisor
Location: Hyderabad, Vizag, Chennai , Kochi
Designation: Assistant Manager / Deputy Manager
Experience: 2 6 years
Mandatory Certification: NISM8
Key Responsibilities
Active client portfolio management & AUM growth
New client acquisition and relationship management
Understanding client risk profiles and recommending suitable investment strategies
Regular market updates and portfolio reviews
Revenue generation while ensuring client profitability
Client mining and engagement through regular meetings
Keeping abreast of market trends, analyst meets & postresult concalls
Desired Profile
Graduate / PostGraduate with relevant experience
Strong communication & presentation skills
Selfdriven, proactive, and targetoriented mindset
Passion for equity markets and client advisory
Interested or know someone suitable?
Please reach out to Ambika HR - [phone removed]
Sourced from naukri