Equity Advisor
- Isparrow Services
- 1 to 6 Yrs
- Ahmedabad
- 11 months ago
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Job Description
Role and Responsibilities:
The candidate would be primarily responsible for bringing quality existing relationships & handling a select group of
retail clients, by providing them with exceptional, specialized & individualized advice toward managing their
Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
Besides managing the Equities Investment & Trading portfolio of the existing & new clients
1. Responsible to generate brokerage primarily through advising clients on their equity portfolio
2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the
existing customers and focus on generating new business
3. Will need to be constantly updated with the market knowledge
4. Ensure all the activities are in adherence per compliance and risk.
5. Keeping the clients updated on their orders
Desired Candidate Profile:
1. Should have a sound understanding of capital markets,
2. Should be result-oriented, self-starter, proactive, good communication skills.
3. Should possess strong networking & relationship-building skills.
4. **NISM 8 is required**
Employement Category:
Employement Type: Full timeIndustry: Broking
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: Equity Advisor
Contact Details:
Company: Isparrow ServicesLocation(s): Ahmedabad
Keyskills: terminal dealer sales terminal operations
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