Senior Equity Markets Specialist

1 week ago

Nashik, Maharashtra, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 15,00,000
Job Description

As a seasoned professional in the equity markets, you will play a pivotal role in driving growth and fostering client relationships. This dynamic position requires an individual with exceptional communication skills, a keen understanding of market trends, and the ability to provide tailored investment solutions.

  • Develop and maintain strong relationships with clients across various demographics.
  • Conduct thorough needs assessments to identify optimal investment strategies.
  • Provide expert guidance on equity investments, market opportunities, and trading strategies.

Key Responsibilities:

  1. Client Acquisition & Onboarding
  • Identify and acquire new clients for equity trading and investment services.
  • Build a robust network to generate leads and convert prospects into active clients.
  • Ensure seamless onboarding processes with proper documentation and compliance.
  1. Client Relationship Management
  • Nurture long-term relationships with retail and high-net-worth (HNI) clients.
  • Understand clients' financial objectives, risk tolerance, and investment needs to offer bespoke solutions.
  • Regularly review portfolios and suggest timely adjustments to optimize returns.
  1. Equity Market Advisory & Execution
  • Offer insightful advice on equity investments, market conditions, and trading methodologies.
  • Ensure accurate and prompt execution of trades.
  • Cross-sell and upsell additional financial products, such as mutual funds, bonds, and derivatives.
  1. Revenue Generation
  • Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales.
  • Drive client activity levels to meet brokerage and sales objectives.
  • Explore cross-selling opportunities to maximize wallet share.
  1. Market Awareness & Research
  • Stay updated on equity markets, economic developments, and corporate actions.
  • Share valuable insights and proactively guide clients on portfolio strategies.
  • Contribute to internal market reports and strategy development.
  1. Compliance & Risk Management
  • Adhere to all regulatory requirements and industry standards.
  • Maintain accurate client records for audits and compliance purposes.
  • Educate clients about market risks and ensure investments align with their risk profile.

Requirements

  • Bachelor's degree in Finance, Commerce, or Economics.

Experience

  • 2-5 years of experience in equity markets, wealth management, or related roles.

Key Competencies & Skills

  • Customer-focused with a consultative approach.
  • Strong problem-solving and negotiation skills.
  • Attention to detail with ability to work under pressure.
  • Proactive in identifying client needs and opportunities.
  • In-depth knowledge of equity markets, investment products, and trading strategies.
  • Excellent communication and interpersonal skills.
  • Strong analytical ability to interpret market trends and provide insights.
  • Proficiency in trading platforms and CRM tools.

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