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 recent 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 positive 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