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Equity Advisor

1.00 to 5.00 Years   Mumbai City   20 Jun, 2019
Bonanza Human Resource Private Limited
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 50,000 - 3.5 Lakh/Yr
IndustryBroking
Functional AreaEquity ResearchSecurities Trading
EmploymentTypeFull-time

Job Description

ROLES & RESPONSIBILITIES: -

  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • 8 Times of CTC from Brokerage Income in FY18
  • 1 account per month and 1 time CTC from self-source account quarter on quarter.
  • Daily 40 unique clients should trade. You must meet the new client within 48 Hrs. of account opening.
  • Advisory score to be up by 25%
Desired Skill Set:
  • Ability to inspire trust and confidence in clients.
  • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
  • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
  • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
  • Good oral and written communication skills with clarity of thought, speech and expression
  • Good interpersonal skills
  • Good Analytical Skills

Keyskills :
tradingderivativessalesequitieselationscustomer

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