Equity Advisor

Experience Minimum 2 years relevant experience in the Stock Broking Industry

Functional Competencies

• Acquiring quality clients for Broking & Third-Party Products through

networking, data base, market Intelligence, references from existing clients

and assigned leads from the organization.

• Generating Cross Sell revenue through sale of third-party products like

Insurance, Mutual Funds, NCDs etc.

• Develop and maintain a long-term relationship with customers to maintain a

high level of retention of the existing customer and focus on generating new

business

• Inducting new clients to the Dealing Desk for smooth interaction and

services.

• Liaising with Dealing Desk for revenue generation and query resolution

• Ensuring compliance as per various regulator and organization guidelines

• Ensuring that the defined productivity targets on business and service

parameters are met consistently.

• Ability to process several inputs provided by research team and other

sources and communicate to the clients depending upon their requirement

• Should be NISM Certified

Behavioral Competencies

• Strong communication, multi-tasking, and organizational skills

• Passionate about sales and marketing with a positive attitude

Full time