ADVISOR (RM)

Updated: March 08, 2024 01:27 AM GMT

APEX Services

Rourkela, Odisha, India

Dear Candidate,

Greetings from APEX SERVICES"

Designation-Deputy Manager /Assistant Manager

CTC-up to- 5 LPA + incentive + Other Benefit

Key Responsibilities Andaccountability
• Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
• To maintain a synergistic relationship with Relationship Managers, by supporting their efforts to enhance business.
• To keep abreast with the market knowledge and market intelligence.
• Responsible for ensuring all activities are in adherence as per Compliance Risk.
• Provide regular updates to the immediate superior as and when required.

Skills Knowledge
• Graduate / Post graduate with minimum 1yr exp in Equities on the client advisory side
•... More Detail