Senior Investment Specialist

2 days ago

Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 10,00,000

Career Opportunity

We are seeking a seasoned Financial Strategist to activate trading accounts, cross-sell investment products, and provide market insights to clients.

Key Responsibilities

  • Activate trading accounts for clients and guide new entrants in understanding 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.
  • Earn timely collection of margins and market-to-market losses.

Requirements

The ideal candidate will have a postgraduate degree, at least 2 years of experience in the broking industry, and NISM Series VIII certification. They should also have strong expertise in client acquisition, retention strategies, and achieving sales targets.

What We Offer

As a Financial Strategist, you will have the opportunity to work with a dynamic team, develop your skills, and advance your career.

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