Strategic Financial Advisor

3 days ago

GTB Nager, India beBeeEquity Full time ₹ 10,00,000 - ₹ 15,00,000

The role of an Equity Advisor involves providing clients with comprehensive knowledge and understanding of the equity market. This includes guiding them through the process of opening trading accounts and explaining the dynamics of the equity market.

Key Responsibilities:
  • Client Onboarding: Activate trading accounts for clients and educate them on the fundamentals of equity market operations.
  • Cross-Selling: Identify opportunities to cross-sell investment products such as insurance, mutual funds, PMS, SIP, and IPOs to existing clients.
  • Trade Execution: Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Revenue Growth: Drive revenue growth while ensuring client profitability and long-term engagement.
  • Market Insights: Provide clients with market insights and investment advisory services based on current financial conditions.
  • Client Acquisition: Acquire new clients through referrals from existing customers.
  • Reactivation: Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Collection: Ensure timely collection of margins and market-to-market losses.
Required Skills and Qualifications:
  • Educational Qualification: A postgraduate degree is required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with a reputable broking firm.
  • Broking Experience: Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Certification: NISM Series VIII certification is mandatory.
  • Client Acquisition: Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Industry Experience: Prior experience in the broking industry is essential.

This position offers a unique opportunity to work in a dynamic environment and contribute to the growth of our organization. If you are a motivated individual with a passion for finance and customer service, we encourage you to apply.

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