Job Description for Equity Advisor
Designation: - Senior Executive/ Assistant Manager / Deputy Manager /
Senior Manager
Job description
Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.
Review relationship in case of existing clients and increase revenue through them
Obtain minimum five client references from existing and new clients for business expansion.
Client Servicing based on research and back office inputs
Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be
able to execute trades with speed and accuracy )
Provide Confirmation to Clients on Order Status and Trade Status.
Update Clients on Pay-in & Pay-out, margin funding etc as required
Resolve all customer queries
Candidate should have NISM Derivative Series VIII certificate .
Excellent Knowledge in Capital Market and good speed in executing trades
Strong focus on client acquisition, client servicing with good sales acumen
Excellent Networking skills for new business development
Interested Candidates please share your profile on anuradhadas@rathi.com
RoleCustomer Service Manager
Industry TypeBanking
Functional AreaFinancial Services, Banking, Investments, Insurance
Employment TypeFull Time, Permanent
Role CategoryRetail/Personal Banking
Education
UG :Any Graduate