Equity Advisor @ Monarch Networth

Job Description

Job Description for Equity Advisor

• Advising clients on their Investments and managing their overall financial portfolio and executing orders on behalf of client for equities, derivatives, currency, commodities and third party products.
• Responsible for achieving brokerage targets, Client Traded Number and client activation daily through effective advisory services.
• Advice customers on research products about equity.
• Business development and acquisition of new investor is the key criteria of performance of matrix.
• Actively generate and share equity stock investment ideas.
• To be able to generate adequate brokerage from the client by stock and other recommendations.
• Acquisition of new account - KYC. Cross sell of wealth product.
• To help clients with Account opening and resolve client queries regarding day to day operations.

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization

Contact Details:

Company: Monarch Networth Capital Limited
Location(s): Vadodara
Website: https://www.mnclgroup.com/

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   relationship manager brokerage assistant rm Client Acquisition Insurance Mutual Fund Advisor equities assistant relationship manager cross selling third party products finance