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Equity Advisor IFA at Mumbai with Leading Broking firm

3.00 to 8.00 Years   Navi Mumbai   13 Feb, 2020
Intact Search
Job LocationNavi Mumbai
EducationNot Mentioned
SalaryRs 2.0 - 5 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

Dear CandidateWe are looking forEquity Advisor - IFA at Mumbai with Leading Broking firmKindly go through the attached Job DescriptionProfile :-Equity Advisor - IFALocation:- MumbaiExperience :- Min 1 to 10+ yrsSalary :- As per Norms-

  1. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
  2. Track the Affluent && Super Affluent Client segment in the market for new client acquisition
  3. To research, investigate and update themselves on available investment opportunities/financialmarket trend to determine whether they fit into clients Portfolios
  4. 8 Times of CTC from Brokerage Income in FY18
  5. 1 account per month and 1 time CTC from self-source account quarter on quarter.
  6. Daily 40 unique clients should trade. You must meet the new client within 48 Hrs. of account opening.
  7. Advisory score to be up by 25%
Thanks and Regards,Dolly SatraIntact Search9930372633dolly.intactsearch@gmail.com

Keyskills :
customerrelations research derivatives equityderivatives trading stockbroking equities sharetrading equityadvisory quitydealer

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