Equity Advisor - HNI Portfolio Management @ Tekpillar

Job Description

We are looking for highly motivated Equity Advisors for India's well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail.

Job Roles and Responsibilities:

• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• Individually handling clients with a book size of 25 lacs & above.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross-selling of other products like Mutual funds, PMS, and Insurance.
• Handling Queries & complains of clients & solving it within TAT.
• Acquiring new clients & retaining old clients by periodic meetings.
• Profiling clients by conducting in-depth review of client's financial requirements, analysing
• information & recommending portfolios.
• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, and con calls.

Desired Candidates Profile:

• Qualification: Any Graduation / Post Graduation
• Experience: Minimum 1 to 4 Years of sales experience in relevant domain like equity, Banking, or Investment domain
• Excellent Communication and Interpersonal Skills
• Attractive Personality
• Strong knowledge and expertise of selling investment products

For more information - Kindly Contact Us:

Jaydip P | HR Team

Phone/WhatsApp: +91 9265900***

Job Classification

Industry: Investment Banking / Venture Capital / Private Equity
Functional Area:
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: Any Postgraduate
Doctorate: Doctorate Not Required

Contact Details:

Company: TekPillar Services Pvt. Ltd
Location(s): Chennai

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Keyskills:   Equity Options HNI Share Market Futures Sales Equity Advisory Trading Dealing Shares Derivatives Trading Cross Selling Broking Portfolio Derivatives Revenue Generation Advisory Acquisition Equity Derivatives NISM Demat Insurance Cold Calling Equity Trading Investment