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Equity Advisor @ Punjab Full-time Job

1 year ago NBFC Ludhiāna   135 views
Job Details

Job description

Roles and Responsibilities:

  • Handling a select group of retail clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
  • Responsible to generate brokerage primarily through advising clients on their equity portfolio
  • Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
  • Will need to be constantly updated with the market knowledge
  • Ensure all the activities are in adherence as per compliance and risk.
  • Keeping the clients updated on their orders


  • Graduate/Post Graduate
  • 01 to 05 years in broking business.
  • NISM 8 is required
  • Knowledge of broking , operations knowledge, risk profiling of client along with technical and fundamental understandings
  • Knowledge of trading applications
Company Description
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