Financial Advisor @ Apex Services

Job Description

Dear Candidate,

Greetings from APEX SERVICES"

Designation- Deputy Manager /Assistant Manager

CTC- up to- 5 LPA + incentive + Other Benefit 

Key responsibilities and accountability

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients
2. Will be responsible for primarily selling Equity based investment products.
3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
4. Responsible for achieving targets as assigned by the organization on a monthly basis.
5. Provide regular updates to the immediate superior as anwhen required

Skills & Knowledge

1. Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry.
2. Should have good communication & presentation skills.
3. May have good existing client relationships in the market.
4. Should be a self-starter, proactive & target oriented.
5. Should possess strong networking & relationship building skills

Kindly, reply with an updated CV on ap********a@gm**l.com if you are interested in the mentioned Job Role. You can also call hidden_mobile.

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Keyskills:   share market demat brokerage generation equity derivatives mutual funds equity advisory equity equity broking equity dealer