Equity Advisor
IT / Software Development & Related
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Job Description
Dear Candidate,
Greetings From "APEX SERVICES"
Designation- Assistant manager/Deputy manager
Role- Relationship Manager/Equity Dealer/HNI Dealer
CTC- upto-7 LPA + incentive + Other benefit
ROLES & RESPONSIBILITIES:
- Acquisition of new clients with margins.
- Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
- Understand client financial goals, risk profile, and investment horizon before recommendations.
- Execute trades and portfolio actions based on advisory strategy and market conditions.
- Conduct regular portfolio reviews and provide clear market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms. - NISM 8 certification is mandatory
- Graduate / Post graduate with minimum 1 yr exp in Equities.
Kindly reply with an updated CV on apex.asmita@gmail.comif you are interested in the mentioned Job Role. you can also call on hidden_mobile.
Skills
Equity DealerEquity TradingSipTerminal OperatorEquity DerivativesClient AcquisitionRelationship ManagerCross SalesMutual FundsDematIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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