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Equity Advisor

3.00 to 8.00 Years   Coimbatore, Chennai   17 Jun, 2025
Talent Leads HR Solutions Pvt Ltd
Job LocationCoimbatore, Chennai
EducationNot Mentioned
SalaryRs 3.0 - 5 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Role & responsibilitiesTo ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment optionsResponsible for new client acquisitionTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on client profitabilityTo have a clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/stock calls initiatedKeep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing.Preferred candidate profileGraduate/postgraduate with 3 years experience should have good communication skills should be self-starter.

Keyskills :
salesbrokerage generationlead generationclient meeting

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