Financial Services Specialist

10 hours ago


Dehradun Saharanpur Lucknow, India beBeeInvestment Full time ₹ 1,50,000 - ₹ 28,00,000

Key Job Responsibilities

  1. Acquire quality clients through networking, database analysis, market intelligence and referrals from existing clients.
  2. Generate Cross Sell revenue through financial planning solutions.
  3. Promote key product offerings monthly.
  4. Maintain business records on internal software platforms.
  5. Induct new clients to the central dealing desk for smooth interaction and services delivery.
  6. Liaison with the central dealing desk for revenue generation and query resolution.
  7. Conduct activities for client acquisition and financial planning initiatives.
  8. Ensure compliance with regulatory and organizational guidelines.
  9. Maintain a positive brand image for the organization.

Preferred candidate profile: Only from Broking, Insurance & Banking sectors.

Perks and benefits: Competitive Incentive Structure.

Position: Equity Dealer/Advisor

Key Job Responsibilities:

  • Acquire minimum 3 clients per month for offline equity dealings and provide advisory services.
  • Review relationships with existing clients and increase revenue through them.
  • Obtain minimum five client references from existing and new clients for business expansion.
  • Provide client servicing based on research and back-office inputs.
  • Execute orders in NSE, BSE and Derivatives markets using terminals like Neat, Bolt or Odin.
  • Provide timely confirmation to clients on order status and trade execution.
  • Resolve all customer queries efficiently.

Preferred candidate profile: Only from Broking sector.

Perks and benefits: Competitive Incentive Structure.



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