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Advisory Manager

5.00 to 7.00 Years   Mumbai City   08 Dec, 2022
Maargeen Consultancy Private Limited
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 7 - 9 Lakh/Yr
IndustryBroking
Functional AreaSecurities TradingSales / BD
EmploymentTypeFull-time

Job Description

    AREA OF RESPONSIBILITY:
    • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market
    • Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc. to the existing set of customers
    • Responsible for Handling HNI Clients too
    • Coordinating with clients for their daily trades in Equity.
    • Help customers to Execute trade online and place orders on behalf of customers.
    • Achieve healthy revenues without compromising on clients profitability.
    • Making confirmation of orders and trades done during the day to clients.
    • Advising clients with requisite information regarding the market condition.
    • Acquiring new clients through existing clients referrals.
    • Activating inactive clients through regular follow up.
    • Regularly following-up with clients and handling their queries.
    • Keep abreast of micro & macro economic indicators, global & domestic financial markets and impact on stock movements.
    • Responsible for collecting margins / market-to-market loss.
    MAIN RESPONSIBILITIES:
    • Revenue generation
    • Assests gathering through MF, PMS, Advisory products.
    TO CONTRIBUTE:
    • Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, &upgrading the client relationship.
    • Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
    • Ensuring the highest level of service to the clients.

Keyskills :
nismadvisory serviceshni client handlingequity derivativesmutual funds salesrevenue generationportfolio management

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