Financial Equity Specialist

1 week ago


Vadodara, Gujarat, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Overview

The ideal candidate will possess a postgraduate degree and at least 2 years of experience in equity trading with a reputable Indian firm, including a solid grasp of financial products and market trends.

The successful incumbent will be responsible for activating trading accounts for clients, guiding new entrants in understanding equity market dynamics, and cross-selling investment products such as insurance, mutual funds, PMS, SIP, and initial public offerings.

They will also be expected to coordinate daily equity trades for clients, drive revenue growth while ensuring client profitability and long-term engagement, provide clients with market insights and investment advisory services, acquire new clients through referrals from existing customers, reactivate inactive clients through consistent follow-ups and engagement strategies, and ensure timely collection of margins and market-to-market losses.

Key Responsibilities:

  • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
  • Cross-sell investment products such as insurance, mutual funds, PMS, SIP, and initial public offerings 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.


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