Equity Advisor - Mumbai, India - Kaapro Management Solutions

Kaapro Management Solutions
Kaapro Management Solutions
Verified Company
Mumbai, India

1 week ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Opening: 10 Nos


  • Job ID:

Employment Type:

Full Time- Reference:
Work Experience: 0 To 10.0 Year(s)- CTC Salary: 0.00 LPA TO 5.

00 LPA- Function: Other- Industry: Banking/Financial Services- Location:

  • Mumbai
  • Mumbai
-suburbs

  • Navimumbai
Posted On: 06th Apr, 2023

**? Ability of volume trading for clients

  • Ability of cross selling of other products like Mutual Funds,
Insurance, Third Party Products etc.

  • Ensure error free Equity and Derivative trades
  • Achieve healthy revenues without compromising on client
profitability

  • Should focus on overall portfolio growth, client activity ratio
and quality of information delivered

  • Propose investment options based on customer needs by
assessing their risk appetite

  • Support the client's decision making with the use of technology
enabled tools

  • Keeping up with market news, financial trends and current
affairs

  • Analyze customer portfolio and give appropriate advice
  • Responsible to ensure all activities are in adherence as per
compliance and risk

  • Assist in increasing depth in existing relationships
  • Understanding customer needs and timely suggesting the allied
products by ensuring individual targets are met


Key Skills:


  • Equity Advisor
  • Equity

Company Profile:

is an integrated and diversified - services group. The Group's primary businesses include
(a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance;
(b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP);
(c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and
(d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.
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