Equity Advisor

AXIS DIRECT; Kamrup Metropolitan, Kolkata District, Siliguri; On-site; INR 600,000 - 900,000; Full time

Job summary

AXIS DIRECT is seeking a capable adviser to manage high net worth clients in a dynamic broking environment. You will focus on activation, revenue generation and strategic cross-selling of investment products to affluent clients in Assam and nearby regions.

The role requires graduate or postgraduate credentials with 2+ years in broking, plus mandatory NISM VIII, NISM V and Currency certifications. You will be expected to work in a target-driven setting and grow the client base and trading

Qualifications

• NISM VIII and NISM V certifications mandatory.
• Currency certification mandatory.
• Graduate or postgraduate with 2+ years in broking.

Responsibilities

• Handle High Net worth Customers.
• Activation and Revenue Generation.
• Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to High Net worth Customers.
• New Client Acquisition.
• Building of MTF Book.

Education

NISM VIII

NISM V

Currency certification

Job description

Role & responsibilities

• Handle High Net worth Customers
• Activation and Revenue Generation
• Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to High Net worth Customers
• New Client Acquisition
• Building of MTF Book

Preferred candidate profile

• NISM VIII, NISM V, Currency certification are mandatory
• Prior experience of working in a similar set up preferred.
• Should be willing to work in a target driven role & should be a go getter
• Good communication skills and market knowledge
• Graduate / Post graduate with at-least 2 years of experience as a trader/dealer/advisor in a broking company.