Equity Advisor Intern

(Office Address:307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007)

JOB DESCRIPTION:

• 1.Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients.
• 2.Executive the orders
• 3.Promoting Organizations research calls and advisory reports with the clients.
• 4.Ensuring to keep maximum active clients
• 5.Regular Client meetings
• 6.Serving the clients via wide range of financial products and services we have with us.
• 7.Revenue Generation and client activation
• 8.Aiding clients to trade in the market
• 9.Understands clients risk profile and minimum the risk vs. Reward balance for individual clients by optimizing product mix

• Available for minimum 3 months of Internship
• Certificate after 3 months of Completion
• Stipend - 5 k Lumpsum after Completion of Internship

REQUIREMENTS/QUALIFICATIONS/SKILLS:

• Bachelors degree is required.
• Skilled in analyzing client risk profiles and optimizing investment strategies accordingly.
• Excellent verbal and written communication skills for effective client interactions
• Highly motivated with a proactive approach to client acquisition and In-house-sales.
• Strong attention to detail with a commitment to accuracy and compliance.