Opening For Financial Planning Advisor

Angel One

We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)

Selected intern's day-to-day responsibilities include:

1. Acquire new clients/franchisee

2. Generate brokerage primarily through advising clients on their equity portfolio

3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating

new business

4. Need to be constantly updated with the market knowledge

5. Ensure all the activities are in adherence as per compliance and risk

6. Keeping the clients updated on their orders

7. Crossing selling third party products like Mutual fund, SIP, and PMS

Requirements:

1. Minimum 1 year of experience in equity markets

2. NISM certification is mandatory

3. Ability to analyze financial data and market trends

4. Proactive and client-focused attitude

5. Candidate should have good communication skill

• Experience

  1 - 2 Years

• No. of Openings

  10

• Education

  Higher Secondary, B.C.A, B.B.A, B.Com

• Role

  Financial Planning 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

• Face interview location

  janakpuri new delhi