Job Opening for Equity Advisor In Mumbai

Equity Advisor JOB ROLE Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs Analyse customer portfolio & give appropriate advice Responsible to ensure all activities are in adherence as per Compliance & Risk. Assist in increasing depth in existing relationships REQUIREMENTS Graduate / Post graduate with 2 to 3 years of experience in Dealing/Advisory/Sales Proficiency in capital market products, accounting, financial statements Familiarity with financial risk management strategies Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented.