Equity Investment Specialist

1 day ago


Delhi, Delhi, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Equity Investment Specialist

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At a leading securities firm, we are seeking an experienced Equity Investment Specialist to drive revenue growth and ensure client profitability.

Key Responsibilities
  • Activate trading accounts for clients and provide guidance on understanding equity market dynamics.
  • Cross-sell investment products such as insurance, mutual funds, 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.
  • Ensure timely collection of margins and market-to-market losses.
Required Skills and Qualifications
  • Postgraduate degree required.
  • Minimum 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.
  • NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Prior experience in the broking industry is essential.
Benefits

Competitive salary and benefits package offered.

Opportunities for professional growth and development.

Others

Working with a dynamic team environment.


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