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Industry Practices
Job Search Details
Job Id: 578
Job Title: Equity Advisor
Industry: Banking, Financial Servcies & Insurance
Functional Area: Sales / Business Development / Client Servicing
Salary: 6 Lac - 7 Lac
Job Location: Mumbai
About the Client
The Companiy is listed (BSE, NIFTY, NASDAQ, Dow Jones, Hang Seng) and is a diversified financial services firm offering a range of financial products and services such as Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Private Equity, Investment Banking, Commodity Broking and Home Finance.
Job Description
Candidate would be primarily responsible for a handling a select group of HNI & Ultra HNI national & NRI clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
Besides managing the Equities Investment & Trading portfolio of the existing clients, the job will also entail continuous coordination with Wealth Management team & other internal & external sources for generating leads & acquiring clients for servicing.
Desired Candidate Profile
Person Specifications:
Very strong passion on stock markets & client servicing / relationships.
Excellent communication skills and HNI clients servicing
Educational specifications: Post Graduate / CA / MBA (Finance) / CFA
Key Skill Areas:
Investment & Trading Advisory.
Knowledge on Stock Markets, Fundamentals, Technical’s etc..
Client Relationship & Servicing Skills