Equity Advisor
Published date: 2024/01/10
- Location: Surat, Gujarat, India
Profile- Team Leader Equity Advisor Job Location: Surat NISM 8 or NISM VIII certification is necessary
Job Description:
1. Strateging 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. 2.
Co-ordinating with BM on regular basis for client sourcing through sales team and reviwing every 15 days on progress of sales business.
Also joining them on large client meet, taking seminars for branch customers. Also cordinating for day to day activity. 3.
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.
4.
Will have regular interaction with all mentioned dept, for example for clients limt need to get in touch with RMS for doing clients surviellance regularly need to get in touch with surv dept and client related issues with CSE desk.
5. Discussion on business strategy and P&L. 6.
Out of 100% target 20% revenue should ideally come from TPD segment for which need to focus and co-ordinate regularly
Job Description:
1. Strateging 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. 2.
Co-ordinating with BM on regular basis for client sourcing through sales team and reviwing every 15 days on progress of sales business.
Also joining them on large client meet, taking seminars for branch customers. Also cordinating for day to day activity. 3.
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.
4.
Will have regular interaction with all mentioned dept, for example for clients limt need to get in touch with RMS for doing clients surviellance regularly need to get in touch with surv dept and client related issues with CSE desk.
5. Discussion on business strategy and P&L. 6.
Out of 100% target 20% revenue should ideally come from TPD segment for which need to focus and co-ordinate regularly
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