Job Description
Skills:
Insurance, Equity Derivatives, Mutual Funds,
Equity Advisor .
Loc : Pune shivaji nagar
Salary : 2LPA 6 LPA
Exp : 2 + years
NISM Certificate is preferred
jd.
Advising Ultra HNI clients on equity, derivatives, currency & commodity market.
Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity w by focusing more on research & deep knowledge based advise
Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity
Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue
Will be responsible to meet large customers and BA on regular basis
Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
Creating large option book along with revenue & maximum activation of BA customers though quality advisory
Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
