Equity Advisor - FED

Job Description

Revenue Growth:

Drive revenue growth by using research insights and opportunities through products.

Relationship Management:

Build strong, trust-based relationships with clients to maximize business volume and retention.

Client Activation & Engagement:

Implement strategies to activate dormant client accounts through targeted campaigns, product training, digital business development events and investment ideas.

Product Training & Support:

Conduct regular training for clients on financial products and market opportunities, trading tools, features and trading platforms.

Sales and growth Strategy Development:

Analyzemarket trends, client base and to develop tailored actionable strategies to increase client base.

Performance Monitoring:

Monitor partner performance metrics (AUM, new client acquisition, reactivated clients) and provide constructive feedback to boost productivity.

Desired Candidate Profile (Qualifications & Skills):

Experience:3-10 years of experience in equity advisory within the stockbroking industry.

Knowledge:Strong understanding of equity and mutual funds.

Certification:(Mandatory).

Skills:Excellent communication, negotiation, and interpersonal skills strong CRM tool familiarity.