Equity Advisor

Swastik Investments

2 - 4 Years
2 Openings
1.8 - 3.0 Lac/Yr
Mukund Nagar Pune
Face-to-Face interview

Key Skills

Portfolio Management Demat Equity Research

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Job Description

Execute the orders on behalf of clients.

Confirmation of trade done by EOD.

Ensure the volume of trade is higher & clients trade frequently.

Promoting research calls to increase volume & frequently.

Daily processing & confirmation of trades.

Punch orders for clients on NSE/ BSE terminals.

Monitor client exposure limits.

Solving queries of the customers.

Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.

Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc.)

Experience
2 - 4 Years
No. of Openings
2
Education
B.Com, Any Bachelor Degree
Role
Equity Advisor
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About Swastik Investments

At Swastik, he leads business Consultancy practices along with overall business development areas. Since Inception of Swastik, he has been instrumental in building client relationship. He has garnered his support and professional knowledge in setting up and adding multiple products & services under the Swastik brand portfolio.

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