Job Description

• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options


• Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio


• Conduct regular Client Meetings & update the same in the meeting tracker


• Achieve healthy revenues without compromising on clients profitability


• Excellent written and verbal communication

Desired Candidate Profile

Please refer to the Job Description above

Key Skills

Key Skills

. Equity Dealer, Equity Advisor, Terminal Operator, Trader Derivative, Dealer, Trade Punching Orders

Qualification

. Any Graduate

Additional Qualification

. Equity Dealer, Equity Advisor, Terminal Operator, Trader Derivative, Dealer, Trade Punching Orders

Industry

. Banking/Financial/Insurance Services

Functional Area

. Banking/Insurance

Job Role

. Corporate Advisor

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