Equity Advisor

Updated: April 25, 2024 11:38 PM GMT

TalentAhead India Pvt. Ltd.

Rajkot, Gujarat

Equity Advisor ( Rajkot )

Minimum 2 years’ experience in Equities on the client advisory side

Functional Competencies

• Acquiring quality clients for Broking & Third-Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization.

• Responsible to generate brokerage primarily through advising clients for long term investment as well as positional trading ideas for short/ medium term

• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and focus on generating new business

• To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business • To keep abreast with the market knowledge and market intelligence in their respective domain (Equities/ Commodities/ Currency/ Derivatives)

• Responsible to ensure all activities are in adherence as per Compliance & Risk

• Provide regular updates... More Detail