Offer summary

Qualifications:

Strong understanding of capital markets and financial products., Proven experience in equity advisory or related roles., NISM 8 certification is mandatory., Excellent communication and relationship-building skills..

Key responsibilities:

Manage and monitor the advisory segment at a micro level.

Drive monthly business strategy and daily revenue targets.

Coordinate with sales teams and branches for client sourcing and business growth.

Conduct regular training and skill upgrades for the advisory team.

Job description

Role:

To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory and

taking corrective measure or strategy to build strong rapport with associates and top 3040 customers. For building

strong advisory desk will have to ensure regular trainings and skill upgradation for team mets, Should be well

verse with capital market and strong hold on domestic and global equities; will be coordinating with numbers of

departments like RMSBranches and few other critical depts on daily basis.

Responsibilities:

 Strategy monthly business along with driving daily revenue and other KRA’s. Review every 15 days on

set targets also attend their queries or issues if any. Join them on large client meet.

 Coordinating with BM on regular basis for client sourcing through sales team and reviewing every 15

days on progress of sales business. Also joining them on large client meet, taking seminars for branch

customers. Also coordinating for day to day activity.

 Monitoring closely on monthly sales through this team and pushing them for sourcing large customers

as business sourced by them get offloaded on advisory desk so both advisory and branch sales are

interconnected.

 Discussion on business strategy and P&L.

Desired Candidate Profile:

 Should have sound understanding of capital markets,

 Should be a resultoriented, selfstarter, proactive, good communication skills.

 Knowledge of financial products

 Process orientation

 Should possess strong networking & relationship building skills.

 **NISM 8 is required**

Required profile

Experience

Industry :

Human Resources, Staffing & Recruiting

Spoken language(s):

English

Check out the description to know which languages are mandatory.

Hard Skills

Capital Markets Financial Trading Advisory Circular Sales Reporting Microsoft Networking Sales Strategy Nimsoft

Other Skills

Relationship Building
Training And Development
Proactivity
Communication
Results Focused

Are you interested?

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