Recruitment Specialist at Kuling Technologies pvt ltd
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Equity Advisor - Financial Services (1-8 yrs)
Position Name: Equity Advisor
Location: Bangalore / Hyderabad/ Vizag
Responsibilities -
- Generating leads and acquiring new HNI / Corporate clients
- Acquisition of new HNI clients for Equity, Derivatives, currency & commodity Markets. Executing trades during markets hours on the terminal
- Maintaining healthy relationships with all the potential clients.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
- NISM Certifications in mandatory.
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