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Equity Advisor @ Team Ace

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 Equity Advisor

Job Description

Role and Responsibilities:

Candidate would be primarily responsible for bringing quality existing relationship & handling a select group of retail 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 & 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 as per compliance and risk.

5. Keeping the clients updated on their orders

Desired Candidate Profile:

1. Should have sound understanding of capital markets,

2. Should be a 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 time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: Equity Advisor

Contact Details:

Company: Team Ace
Location(s): Mumbai

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Keyskills:   equity derivatives nism equity advisory

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Team Ace

Teleperformance DIBS formerly known as Intelenet Global Services.