Financial Market Specialist

3 days ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
Role Overview

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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