Equity Advisor
Anand Rathi Share and Stock Brokers Ltd
Delhi, India1h agovia LinkedIn
Key Responsibilities
- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- Improve Market share in Trading and Delivery calls through advisory calls for clients.
- Regular meetings with Active clients, converting dormant clients into active Clients.
- Regular Regional visits for HNI client meetings, seminars/events.
- Cross-sell of Third-party focused products (includes MF, PMS, Structure Products & others) as suggested by the Anand Rathi group.
- Acquire HNI / UHNI Clients with references from existing clients and other market references.
Requirements & Tech Stack
- Implied knowledge of equity markets and advisory services.
Qualifications
- Equity Dealer
- Equity Advisor