Job openings for equity advisor in mumbai malad east mumbai

Role:

To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory and

taking corrective measure or strategy to build strong rapport with associates and top 30-40 customers. For building

strong advisory desk will have to ensure regular trainings and skill upgradation for team mets, Should be well

verse with capital market and strong hold on domestic and global equities; will be coordinating with numbers of

departments like RMS/Branches and few other critical depts on daily basis.

Responsibilities:

 Strategy monthly business along with driving daily revenue and other KRA’s. Review every 15 days on

set targets also attend their queries or issues if any. Join them on large client meet.

 Co-ordinating with BM on regular basis for client sourcing through sales team and reviewing every 15

days on progress of sales business. Also joining them on large client meet, taking seminars for branch

customers. Also coordinating for day to day activity.

 Monitoring closely on monthly sales through this team and pushing them for sourcing large customers

as business sourced by them get offloaded on advisory desk so both advisory and branch sales are

interconnected.

 Discussion on business strategy and P&L.

Desired Candidate Profile:

 Should have sound understanding of capital markets,

 Should be a result-oriented, self-starter, proactive, good communication skills.

 Knowledge of financial products

 Process orientation

 Should possess strong networking & relationship building skills.

 **NISM 8 is required**

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