Equity Advisor

Boyen Haddin

4 - 10 Years
25 Openings
4.0 - 14.0 Lac/Yr
Posted 4 days ago
Telephonic interview
Mumbai - Pune

Key Skills

Equity Dealer Equity Trader HNI Acquisition HNI Client Handling Equity Broking

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Job Description

direct responsibilities

equity sales to all clients of branch with special focus on hni clients .

revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.

generating net interest income through margin trade funding (mtf) as per assigned targets

assest gathering through, advisory products, investiger, ipo, etf etc.

acquiring new clients & generate revenues from new clients.

responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market

help customers to execute trade online and place orders on behalf of customers .

giving confirmation of orders and trades done during the day to clients.

advising clients with requisite information regarding the market condition.

profiling clients & suggesting financial products (equity) to meet customer needs as per their risk appetite.