HR at Integrated Personnel Services Pvt. Ltd.
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Equity Advisor - HNI Clients (3-6 yrs)
Job Description
Department: ATS
Role: Equity Advisor
Grade: E II
TFP: upto 4.50 lakhs pa at E II
Experience: 3-4 yrs for E II
Qualification: Graduate/ Post Graduate
Job description :
- Will be responsible for HNI client servicing, equity advisory and dealing
- Achieve Business Objectives of sales numbers, revenue and product mix
- Improve business generation from new and existing clients
- Cement existing relationships, develop new ones; strong service attitude
- Identify the customer requirement and need gaps and work towards bridging the same
Skill Sets:
- Ability to acquire, advise and handle relationships of top end clients
- Should be proficient in equity and derivatives products and understanding of equities markets
- Certification in Equity and Derivative Segment mandatory
- NCFM Certification is Mandatory
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