Financial Advisors (Equity Dealing and Commodity Dealers) based at Mumbai, Pune and Ahmedabad locations. Job Description: To provide complete financial advisory services to clients and manage their portfolios. Will operate from office up to trading hours (3.30 p.m.) and visit clients after that. KRAs 1.
Revenue generation: Responsible to generate brokerage primarily through advising clients on their portfolios. 2. Responsible to acquire new Clients from the Market. 3.
Ability to cross-sell third-party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. 4. Client network development: Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. 5.
Focus on generating new business and build client network. 6. Compliance: Maintain high level of compliance as per company norms. Candidate profile: Graduates/MBAs holding latest certificate of NISM-8 series and 1-7 years experience in equity broking/selling third party products.
Must be willing to do field work and visit clients after broking hours Our clients offer excellent salary / perks / incentives and career growth opportunities.