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Stock Exchanges,
Wealth Management,
Financial Services,
Banking
The Equity Advisor is primarily responsible for :
Acquiring Large Trader Clients with high margin
Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities
Ensuring efficient and prompt management of orders based on customer request
Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds
Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.
Day to day approvals w.r.t to limits, commercials Shifting offline customers to online.
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Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor of Arts (B.A), Bachelor in General Studies (BGS), Bachelor of Applied Science (BAS), Bachelor of Health Science, Bachelor of Music Education (B.M.E.), Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Social Work (B.S.W), Bachelor of Music
Role:Salesforce Admin, Relationship Manager, Equity Dealer
Industry:Stock Exchanges, Wealth Management, Financial Services, Banking
Function:Banking
Job Type:Permanent Job
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Date Posted: 25/10/2024
Job ID: 97843841
We at Team Ace HR are here to inculcate a new transformational culture which ensures expectations are set around value drivers and a win-win conversation between the employer and employee is possible.
We value people and relationships, we promise to go the extra mile to ensure the experience of working with us sets a benchmark and brand name in the industry.
For more details please visit our web page www.teamacehr.com