Equity Market Expert

5 days ago


India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Equity Market Expert

As an equity market expert, you will be responsible for guiding clients in understanding the complexities of the equity market and helping them make informed investment decisions. Your role will involve cross-selling investment products such as insurance, mutual funds, PMS, SIP, and initial public offerings to existing clients. You will also be required to coordinate daily equity trades for clients, provide market insights, and acquire new clients through referrals from existing customers.

Key Responsibilities:
  • Help clients understand equity market dynamics and make informed investment decisions
  • Cross-sell investment products such as insurance, mutual funds, PMS, SIP, and initial public offerings
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf
  • Provide market insights and investment advisory services based on current financial conditions
  • Acquire new clients through referrals from existing customers
Requirements:
  • Educational Qualification: Postgraduate degree required
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with a reputable firm
  • Hands-on experience in broking with a solid understanding of financial products and market trends
  • NISM Series VIII certification is mandatory
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets

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