Walk In Drive - Equity Advisor

Key Responsibilities

• Drive revenue through Equity, Commodity Broking, and Advisory products.
• Sell and cross-sell Mutual Funds, PMS, AIF, Insurance, IAP, and other investment products.
• Acquire new Retail and HNI clients through self-sourcing and referrals.
• Grow the MTF book by activating eligible clients.
• Build strong client relationships through regular calls, meetings, and investment advisory.
• Work closely with branch sales teams to achieve business targets.
• Ensure proper documentation and compliance with company policies.

Preferred Candidate

• Experience in Broking / BFSI / Wealth Management.
• Strong knowledge of Equity Markets and investment products.
• Good client acquisition, sales, and relationship management skills.
• Target-oriented with a focus on revenue growth and cross-selling.