Financial Solutions Expert

2 days ago

Kolkata, West Bengal, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

Job Overview

We are seeking an experienced Equity Specialist to provide expert advice on investment opportunities.

The ideal candidate will have a deep understanding of equity market dynamics and exceptional communication skills to deliver tailored solutions for clients.

  • Activate trading accounts for clients and guide new entrants in navigating the equity market.
  • Cross-sell financial 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.

Requirements

  • Educational Qualification: A postgraduate degree is required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian 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.

Prior experience in the financial industry is essential. If your profile matches the above requirement, please share your updated CV.

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