Financial Services Professional

2 days ago

Lucknow Saharanpur Dehradun, India beBeeProfessionalism Full time ₹ 60,00,000 - ₹ 1,00,00,000
Job Title: Financial Services Professional

This is a dynamic opportunity for a highly motivated and results-driven individual to join our team as a Financial Services Professional. The successful candidate will be responsible for acquiring quality clients through strategic networking, data analysis, and market research.

Key Responsibilities:
  • Acquire minimum 3 clients per month for offline equity dealing and advise on investment opportunities.
  • Review existing client relationships and increase revenue through cross-selling and upselling services.
  • Obtain client references from existing and new clients to support business expansion.
  • Provide exceptional client servicing based on thorough research and back-office inputs.
  • Execute trades efficiently and accurately using various terminal operators (NSE, BSE, Derivatives).
  • Communicate order status and trade updates to clients in a timely and professional manner.
Preferred Candidate Profile:

We are seeking an individual with a strong background in broking and financial services. The ideal candidate should possess excellent communication skills, a keen understanding of market trends, and the ability to work effectively in a fast-paced environment.

Benefits:

This role offers a competitive compensation package, including a best-in-industry incentive structure. As a member of our team, you will have access to ongoing training and development opportunities to enhance your skills and knowledge.

Others:

We are committed to providing a positive and inclusive work environment that fosters growth and collaboration. If you are a motivated and ambitious professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.

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