Walk In Drive - Equity Advisor

Job Purpose:

To provide high-quality equity advisory shared by research team and portfolio guidance to clients, generate broking revenue and selling other products like structured portfolio of equity and derivative segments, semi algo based software, Insurance.

Key Deliverables:

• Deliver accurate, timely equity, derivatives and commodity recommendations to help clients optimize their portfolios and build wealth and generate brokerage revenue through effective advisory and market-driven strategies keeping customer first approach.
• Build, strengthen, and retain strong relationships with existing clients; onboard and bring new clients from your own references to improve your productivity.
• Stay updated with market trends, research insights, and economic developments along with the rigorous training sessions and assessment internally.
• Maintain strict adherence to compliance, risk controls, and advisory protocols.
• Actively cross-sell financial products such as Insurance, structured equity and derivatives portfolios to deepen client engagement to build sustainable asset under management (AUM) from the clients mapped.