Job Description for Equity Advisor
Designation: - Senior Executive/ Assistant Manager / Deputy Manager /
Senior Manager
Job description
ï‚· Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.
ï‚· Review relationship in case of existing clients and increase revenue through them
ï‚· Obtain minimum five client references from existing and new clients for business expansion.
ï‚· Client Servicing based on research and back office inputs
ï‚· Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be
able to execute trades with speed and accuracy )
ï‚· Provide Confirmation to Clients on Order Status and Trade Status.
Update Clients on Pay-in & Pay-out, margin funding etc as required
ï‚· Resolve all customer queries
ï‚· Candidate should have NISM Derivative Series VIII certificate .
ï‚· Excellent Knowledge in Capital Market and good speed in executing trades
ï‚· Strong focus on client acquisition, client servicing with good sales acumen
ï‚· Excellent Networking skills for current business development
Interested Candidates please share your profile on
[email protected]
RoleCustomer Service Manager
Industry Type Banking
Functional Area Financial Services, Banking, Investments, Insurance
Employment Type Full Time, Permanent
Role Category Retail/Personal Banking
Education
UG : Any Graduate
📌 Equity Dealer (India)
🏢 Anand Rathi
📍 India