Equity Advisor - RM / TL

About our client:

Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services.

Job Title: Equity Advisor - Relationship Manager (RM) / Team Leader (TL)

Preferred skills for Relationship Manager

Experience: 5 to 12 years

Location: Hyderabad

Qualification : Post Graduate/MBA/PGDM

Certifications: NISM / NCFM

Roles and Responsibilities for Relationship Manager

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

Creation of revenue & Activation of clients through effective Advisory.

Cross selling of other products like Mutual fund, PMS, Insurance.

Handling Queries & complains of client's & solving it within TAT.

Acquiring new clients & retaining the old clients by periodic meetings.

Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.

Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Preferred Skills for Team Leader

Experience: 1 to 6 years

Location: Hyderabad

Qualification : Post Graduate

Certifications : NCFM, AMFI, IRDA

Roles and Responsibilities for Team Leader

Lead and manage a team of advisory/dealing professionals

Develop and implement advisory/dealing strategies

Provide expert financial advice to clients

Execute trading strategies and manage client portfolios

Ensure compliance with regulatory requirements

Build and maintain strong relationships with clients

Stay updated on market trends and economic conditions