22 Aug
|
Angel One Broking
|
Surat
22 Aug
Angel One Broking
Surat
Profile: Equity Advisor
Key Responsibilities:
Place equity and investment orders on behalf of clients.
Provide investment advisory and drive AUM growth.
Cross-sell wealth products including Mutual Funds, SIPs, Insurance, PMS, AIF, Bonds, FDs, Unlisted Shares, and other investment solutions.
Acquire recent clients and build long-term relationships.
Retain and grow existing client portfolios.
Conduct client meetings and provide financial guidance.
Achieve revenue targets through advisory and product penetration
Preferred Profile:
Experience in Broking, Wealth Management, Investment Advisory, or Financial Services.
Robust understanding of Equity Markets and Investment Products.
Excellent client acquisition and relationship management skills.
Pay: ₹11,000.00 - ₹25,000.00 per month
Work Location: In person
📌 Equity Dealer Surat
🏢 Angel One Broking
📍 Surat