
Strategic Investment Advisor
1 day ago
The Equity Advisory role involves spearheading trading activities for clients and fostering their understanding of equity market dynamics.
Key Responsibilities- Activate trading accounts for clients and educate them on equity market fundamentals.
- Cross-sell investment products such as insurance, mutual funds, PMS, SIP, and IPOs to existing clients.
- Coordinate daily equity trades and assist clients 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.
- Educational Qualification: A postgraduate degree is required.
- Experience: A minimum of 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
- Hands-on experience in broking with a solid understanding of financial products and market trends.
- Must not have any self-trading experience.
- Certification: NISM Series VIII certification is mandatory.
- Strong expertise in client acquisition, retention strategies, and achieving sales targets.
Strong analytical and communication skills are essential for this role. The ideal candidate should have a postgraduate degree and minimum 2 years of experience in equity dealing with an Indian broking firm.
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