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Equity Advisor

Remote: 
Full Remote
Contract: 
Full time
Work from: 
India

Offer summary

Qualifications:

Sound understanding of capital markets is essential., Result-oriented, self-starter with proactive communication skills., Knowledge of financial products and process orientation is required., NISM 8 certification is mandatory..

Key responsibilities:

  • Manage and monitor advisory operations at a micro level to scale up business revenue.
  • Coordinate with various departments for client sourcing and review sales progress bi-weekly.
  • Conduct seminars and join large client meetings to enhance client relationships.
  • Discuss business strategy and monitor P&L closely.

StaffHire Solutions logo
StaffHire Solutions Human Resources, Staffing & Recruiting Startup https://staffhire.net
2 - 10 Employees
See all jobs

Job description

Role:
To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory and
taking corrective measure or strategy to build strong rapport with associates and top 30-40 customers. For building
strong advisory desk will have to ensure regular trainings and skill upgradation for team mets, Should be well
verse with capital market and strong hold on domestic and global equities; will be co-ordinating with numbers of
departments like RMS/Branches and few other critical depts on daily basis.
Responsibilities:
 Strategy monthly business along with driving daily revenue and other KRA’s. Review every 15 days on
set targets also attend their queries or issues if any. Join them on large client meet.
 Co-ordinating with BM on regular basis for client sourcing through sales team and reviewing every 15
days on progress of sales business. Also joining them on large client meet, taking seminars for branch
customers. Also coordinating for day to day activity.
 Monitoring closely on monthly sales through this team and pushing them for sourcing large customers
as business sourced by them get offloaded on advisory desk so both advisory and branch sales are
interconnected.
 Discussion on business strategy and P&L.
Desired Candidate Profile:
 Should have sound understanding of capital markets,
 Should be a result-oriented, self-starter, proactive, good communication skills.
 Knowledge of financial products
 Process orientation
 Should possess strong networking & relationship building skills.
 **NISM 8 is required**

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Capital MarketsMicrosoft NetworkingBusiness AdvisoryEquitiesProcess EngineeringRevenue GrowthSales StrategyFinancial TradingNimsoft

Other Skills

  • Proactivity
  • Communication
  • Relationship Building
Are you interested?

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