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Equity Advisor & Relationship Manager @ Executive Search

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 Equity Advisor & Relationship Manager

Job Description

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.

JD FOR RELATIONSHIP MANAGER

1. Candidate should be from Banking/broking or insurance background.


2. Minimum 06 Months of experience required.


3. Cross Selling & Up selling of various products.

4. Generation of revenue via cross selling other products and services.

5. Basic knowledge of Demat & Equity based products & insurance.

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: Equity Advisor & Relationship Manager

Contact Details:

Company: Executive search
Location(s): Multi-City, India

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₹ 3.5 - 4.0 Lakh/Yr

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Executive Search

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