Job Description for Equity Advisor
Designation: - Senior Executive/ Assistant Manager / Deputy Manager /
Senior Manager
Job description
- Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.
- Review relationship in case of existing clients and increase revenue through them
- Obtain minimum five client references from existing and new clients for business expansion.
- Client Servicing based on research and back office inputs
- Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be

able to execute trades with speed and accuracy )
- Provide Confirmation to Clients on Order Status and Trade Status.

Update Clients on Pay-in & Pay-out,



margin funding etc as required
- Resolve all customer queries
- Excellent Knowledge in Capital Market and good speed in executing trades
- Solid focus on client acquisition, client servicing with good sales acumen
- Excellent Networking skills for new business development

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 (Pune)
🏢 Anand Rathi
📍 Pune