• Equity Advisor & HNI Advisor Jobs in Ahmedabad

  • Kaivalya Trainment Pvt. Ltd.
  • Save Job
  • 2 - 7 Years
  • Posted : above 1 month

Job Description:

We are hiring for Equity Advisor & HNI Advisor with good communication skills for well diversified financial services firm.Which is offering a range of financial products and services.

Exp: -2 Yrs+

Designation: -Equity Advisor & HNI Advisor

Age: - Max 34 Yrs and below

Job Location: -Mumbai,Lucknow,Indore

Roles & Responsibilities : -

  • Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.
  • In-depth knowledge of Stocks, Bonds, Mutual funds.
  • Cross Selling & Up selling of various products and offering by MOSL.
  • Visit to franchisee on monthly basis.
  • Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.
  • Generation of brokerage.
  • Generation of revenue via cross selling other products and services.




  • Responsibilities and Duties

    Roles & Responsibilities : -

  • Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.
  • In-depth knowledge of Stocks, Bonds, Mutual funds.
  • Cross Selling & Up selling of various products and offering by MOSL.
  • Visit to franchisee on monthly basis.
  • Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.
  • Generation of brokerage.
  • Generation of revenue via cross selling other products and services.
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Accounting-Tax/Consulting, Financial Services/Stockbroking
    Functional Area : Finance, Banks/Insurance/Financial Services
    Role : Finance/Budgeting,Fina ncial Analysis,Funds Management,M
    Salary : 200000-400000 P/A
    Deadline : 11th Aug 2019

    Key Skills:

    Company Profile:

    Not Mentioned

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