Senior Talent Acquisition at Aptita Consulting
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Equity Advisor - Sales - Stock Market (3-10 yrs)
- Looking as Senior Equity Advisor role in Mumbai
Experience : Minimum 3 Years
- Sal-Nego
Location : Mumbai Prabhadevi
- Apply with updated CV.
Job Description :
- In-depth knowledge of Stocks, Bonds, Mutual funds.
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Cross Selling & Up selling of various products and offering by MOSL.
- Visit franchisees on a monthly basis.
- Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transactions.
- Generation of brokerage.
- Generation of revenue via cross selling other products and services
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Products : Equity, currency derivatives, Mutual funds and bonds, PMS, AIF, Corporate FDS, bonds.
- Servicing client portfolio
- Profiled and analyzed investment products to develop customized financial strategies for clients financial needs .
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