Equity Advisor - Delhi, India - Cloudare Technologies Private Limited

Cloudare Technologies Private Limited
Cloudare Technologies Private Limited
Verified Company
Delhi, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

We are hiring for Equity Advisor for Delhi Location. Below is the details for the same-

Key Responsibilities:


  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Individually handling clients with the book size of 25 lacs & above.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Schedule:

  • Day shift

Ability to commute/relocate:

  • Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)
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