Equity Advisor/Financial Consultant - Stock Broking Firm (1-6 yrs)
Bean HR
Hyderabad, India, India
29d ago

Equity Adviser with one of our reputed client for a Stock Broking / Banking / Financial Industry

Equity Edvisor : Responsibilities :

Responsibilities :

1) Provide the Advisory to clients for Investment.

2) Maintain Client Relationship and provide them best service.

3) Make Trades in Equity, (Future & Option) for client on behalf of clients.

4) Responsible for all Clients Operation like Risk Management, Settlement etc.

5) Maintain the Clients AUM (Assets under Management).

6) New Client Acquisition from Open market.

Key Responsibilities :

  • Acquiring key relationships for company.
  • Promoting financial Products equity, commodity, mutual fund, insurance etc
  • Deepening relationship with existing clients by effective management of client portfolios.
  • Provide the Advisory to clients for Investment.
  • Maintain Client Relationship and provide them best service.
  • Maintain the Clients AUM (Assets under Management).
  • New Client Acquisition from open market
  • Manage & acquire relationships of HNI's & Super HNI clients. retaining & enhancing advisory relationships.
  • Understand clients needs & requirements and accordingly position products & services. (ref : updazz.com)
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