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BriefCase

Equity Advisor Team Leader Job in Ditanzhire

Equity Advisor Team Leader

Ditanzhire 4+ weeks ago
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Job Summary To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory andtaking corrective measure or strategy to build strong rapport with associates and top 30-40 customers. For buildingstrong advisory desk will have to ensure regular trainings and skill upgradation for team mets, Should be wellverse with capital market and strong hold on domestic and global equities; will be co-ordinating with numbers ofdepartments like RMS/Branches and few other critical depts on daily basis.Responsibilities: Strategy monthly business along with driving daily revenue and other KRAs. Review every 15 days onset targets also attend their queries or issues if any. Join them on large client meet. Co-ordinating with BM on regular basis for client sourcing through sales team and reviewing every 15days on progress of sales business. Also joining them on large client meet, taking seminars for branchcustomers. Also coordinating for day to day activity. Monitoring closely on monthly sales through this team and pushing them for sourcing large customersas business sourced by them get offloaded on advisory desk so both advisory and branch sales areinterconnected. Discussion on business strategy and P&L.Desired Candidate Profile: Should have sound understanding of capital markets, Should be a result-oriented, self-starter, proactive, good communication skills. Knowledge of financial products Process orientation Should possess strong networking & relationship building skills. **NISM 8 is required**NIFM 8 is required
Minimum qualification requirement
  • Preferred - Equity Advisor skill with 1+ years experience

    • Required - Bachelor's or higher education

    Required - Located in Mumbai

    Required - Good command over English

    Experience Required :

    1 to 6 Year

    Vacancy :

    1 Hire

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