
Financial Market Specialist
3 days ago
We are seeking a skilled Equity Advisor to join our team.
Key Responsibilities:
- Activate trading accounts for clients and provide guidance on 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.
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Financial Market Expert
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