Equity Advisor – Broking
Key Responsibilities:
• Acquire and manage retail and HNI clients for trading and investment products
• Maintain long-term client relationships through regular engagement and servicing
• Execute trades as per client instructions and ensure timely order execution
• Cross-sell broking products such as Equity, F&O, Mutual Funds, PMS, AIF, etc.
• Provide market updates, research inputs, and portfolio reviews to clients
• Ensure KYC, account opening, and documentation compliance
• Resolve client queries related to trades, margins, and settlements
• Achieve revenue and client retention targets
• Generate new client leads for Demat and Trading account openings
Experience
2 - 7 Years
No. of Openings
20
Education
Graduate (B.Com, Certificate/Diploma/Others)
Role
Client Relationship Manager
Industry Type
Banking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Walk-in interview location
1006-1007, Gopal Heights, D-9, NSP, Pitampura, Saraswati Vihar, North West Delhi, India, 110034