Recruiter at Talent Socio
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Equity Advisor - Sales - Financial Services Firm (0-5 yrs)
JD for Equity Advisor
1. Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental Understanding.
2. In - depth knowledge of Stocks, Bonds, Mutual funds.
3. Cross Selling & Up selling of various products and offering by MOSL.
4. Visit to franchisee on monthly basis.
5. Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.
6. Generation of brokerage.
7. Generation of revenue via cross selling other products and services.
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