Equity Advisory Role - Private Client Group - Stock Broking Firm

- Minimum 1-2 years of experience in an Advisory Role with a stock broking company

- Prior experience in client acquisitions and relationship management.

Educational Qualification: Post Graduate/MBA/PGDM

- The company is looking for dynamic & resilient individuals for their Equity Advisory Team.

- The role will have a mixed flavor of both Advisory & Sales

-Key responsibilities:

- Candidate is required to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.

Advisors are expected to:

- Acquire new client

- Retain existing clients

- Address their complaints and queries

- Cross selling of other products like Mutual fund, PMS, Insurance. Mostly Third Party Products (TPP).

- Understanding the client's financial requirements and recommending portfolios.