Equity Advisor Female Graduate Jobs in Pune

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.

Execute the orders on behalf of clients.Confirmation of trade done by EOD.Ensure the volume of trade is higher & clients trade frequently.Promoting research calls to increase volume & frequently.Daily processing & confirmation of trades.Punch orders for clients on NSE/ BSE terminals.Monitor client exposure limits.Solving queries of the customers.Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc.)

Key Pointers:In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )Worked as equity advisor/dealer on terminal / live marketGenerating revenue and comfortable with targetsJob Overview: We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. Responsibilities: Perform risk profiling and make investment recommendations Possess in-depth knowledge of stocks, bonds, and mutual funds Cross-sell and up-sell various financial products and services Coordinate with different departments for smooth processing of transactions Generate revenue through brokerage and cross-selling Maintain accurate records and provide timely reports to management Qualifications: NISM - 8 certification is compulsory Bachelor's degree in finance, economics, or related field Minimum 1-3 years of experience in equity advisory Excellent communication and interpersonal skills

Job Overview:We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing oftransactions, and visit franchisees monthly. Responsibilities:Perform risk profiling and make investment recommendationsPossess in-depth knowledge of stocks, bonds, and mutual fundsCross-sell and up-sell various financial products and servicesCoordinate with different departments for smooth processing of transactionsGenerate revenue through brokerage and cross-sellingMaintain accurate records and provide timely reports to managementQualifications:NISM - 8 certification is compulsoryBachelor's degree in finance, economics, or related fieldMinimum 1 - 2 years of experience in equity advisoryExcellent communication and interpersonal skillsStrong analytical and problem-solving skillsIf you're a self-motivated team player with a passion for equity advisory, we encourage you to apply. We offer a competitive salary package and the opportunity to work with a dynamic team.