Senior Equity Advisor

Dear All,

Greetings from AnandRathi !!

We are currently hiring for Investment Advisor @ Delhi NCR location

Job Description

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.

Job Responsibilities

• 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.
• New A/C opening and manage portfolio.
• Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc)

NISM 8 certified is must.

Interested candidate can share their updated resume at sanjaysharma@rathi.com