23 Oct
|
Affluent fin Tech service
|
Pharenda
23 Oct
Affluent fin Tech service
Pharenda
Job Description – Equity Advisor Company Name: Affluent Fintech Services Pvt. Ltd. Job Title: Equity Advisor Department: Equity Advisory Industry: Stock Broking / Financial Services Experience: 1–3 Years Employment Type: Full-Time Job Responsibilities Acquire new clients and develop long-term business relationships. Understand clients' investment objectives, financial goals, and risk appetite. Provide equity market insights and authorized investment-related guidance. Share market updates and approved research-based recommendations with clients. Handle client queries related to equity markets, investment products, and account services. Follow up with prospective clients and convert business opportunities into clients. Maintain regular communication with existing clients to improve engagement and retention. Achieve monthly business, revenue, and client acquisition targets. Maintain client interaction records and business performance reports. Follow applicable SEBI regulations and company compliance policies.
Target-Oriented Role & Compensation This is a target-oriented role focused on current client acquisition, business development, and revenue generation. Fixed monthly salary plus attractive performance-based incentives. Additional incentives may be offered based on individual performance and target achievement, as per company policy. Required Skills Good understanding of the Indian equity market and stock market trends. Strong sales, communication, and client relationship management skills. Ability to handle client queries professionally. Positive negotiation and business development skills. Self-motivated, target-driven, and result-oriented approach. Relevant NISM certification and authorization, wherever required for the assigned activities. Educational Qualification Graduate in Finance, Commerce, Economics, or a related field.
Benefits:
Cell phone reimbursement
Versatile schedule
Health insurance
Leave encashment
Paid sick time
Work Location: In person
📌 Equity Advisor Pharenda
🏢 Affluent fin Tech service
📍 Pharenda