Equity Market Investment Expert

4 days ago

Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 15,00,000
Investment Specialist Job Description

This role entails providing expert investment guidance to clients in the equity market. It involves understanding client needs and making informed investment decisions based on market dynamics.

  • Main Responsibilities:
  • Educate clients on equity market fundamentals and activate their trading accounts.
  • Cross-sell financial products such as insurance, mutual funds, PMS, SIP, and IPOs to existing clients.
  • Coordinate daily equity trades for clients and execute trades online or place orders on their behalf.
  • Promote revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with timely 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.

Preferred Candidate Profile:

  • Educational Requirements:
  • A postgraduate degree is mandatory for this role.
  • Experience: A minimum of 2 years of experience, with at least 6 months in equity dealing with a reputable firm.
  • Key Skills:
  • Hands-on experience in broking with a solid understanding of financial products and market trends.
  • No prior self-trading experience is allowed.
  • NISM Series VIII certification is a must-have.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Prior experience in the broking industry is highly valued.

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