Equity Advisor
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About Company
We are hiring for Leading Indian Broking firms which operate at a pan India level
Roles and Responsibilities:
- Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
- Cross-sell investment products such as Insurance Mutual Funds (MF) PMS SIP and Initial Public Offerings (IPOs) to existing clients.
- Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
- Drive revenue growth while ensuring client profitability and long-term engagement.
- Provide clients with market insights and investment advisory services based on current financial conditions.
- Acquire new clients through referrals from existing customers.
- Reactivate inactive clients through consistent follow-ups and engagement strategies.
- Ensure timely collection of margins and market-to-market losses.
Preferred Candidate Profile:
- Educational Qualification: Postgraduate degree required.
- Experience: Minimum 2 years of experience with at least 6 months in equity dealing with an Indian broking firm.
- Hands-on experience in broking with a solid understanding of financial products and market trends.
- Must not have any self-trading experience.
- Certification: NISM Series VIII certification is mandatory.
- Strong expertise in client acquisition retention strategies and achieving sales targets.
- Prior experience in the broking industry is essential.
investment products,stockbroking,trading,market insights,financial products,equity market dynamics,mf,investment advisory services,mutual funds,client relationship management,client acquisition,client retention strategies,investment advisory,sales targets
Key Skills
- Family Support
- Academics
- Counselling
- CMMS
- Field
- Arbitration Law
About Company
Established by seasoned HR professionals from Honeywell, Dell, SAP Labs, TCS and Accenture, TALCHEMIST provides end to end staffing solutions to leading corporates across industries, pan India. We specialise in recruitment of mid and senior level professionals across all verticals. Wi ... View more
