Equity Advisor (Mumbai)

Equity Advisor (Mumbai)

31 Jul
|
Roots Recruitment
|
Mumbai

31 Jul

Roots Recruitment

Mumbai

Role & responsibilities

- Build and maintain relationships with recent and existing clients.

- Understand clients' investment objectives and recommend suitable equity investment opportunities.

- Assist clients with opening trading and demat accounts.

- Generate leads through calls, referrals, and client interactions.

- Execute sales strategies to achieve individual business targets.

- Provide regular market updates and investment insights to clients.

- Coordinate with internal teams to ensure smooth client onboarding and servicing.

- Ensure compliance with company policies and regulatory guidelines.

📌 Equity Advisor (Mumbai)
🏢 Roots Recruitment
📍 Mumbai

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