Equity Advisor

2.00 to 4.00 Years Mumbai City 08 Nov, 2019

Job Location	Mumbai City
Education	Not Mentioned
Salary	Not Disclosed
Industry	Recruitment Services
Functional Area	Client Server
EmploymentType	Full-time

Job Description

Candidate would be primarily responsible for a handling a select group of HNI & Ultra HNI national & NRI clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
Besides managing the Equities Investment & Trading portfolio of the existing clients, the job will also entail continuous coordination with Wealth Management team & other internal & external sources for generating leads & acquiring clients for servicing.

Desired Candidate ProfilePerson Specifications:Very strong passion on stock markets & client servicing / relationships.Excellent communication skills and HNI clients servicingEducational specifications: Post Graduate / CA / MBA (Finance) / CFAKey Skill Areas:Investment & Trading Advisory.Knowledge on Stock Markets, Fundamentals, Technical s etc.Client Relationship & Servicing Skills,

Keyskills :
equitysecurities clientservicing nri financialservices management cfa communicationskills trading communication businessdevelopment stock equities finance derivatives capitalmarket ms

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