Senior Equity Specialist

2 weeks ago


Mumbai, Maharashtra, India beBeeEquity Full time ₹ 15,00,000 - ₹ 25,00,000

Job Overview:

We seek a seasoned equity professional to activate trading accounts, provide market insights, and foster long-term client relationships.

Key Responsibilities:

  • Client Onboarding: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
  • Cross-Selling: Cross-sell investment products such as insurance, mutual funds, PMS, SIP, and initial public offerings to existing clients.
  • Trade Execution: Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Revenue Growth: Drive revenue growth while ensuring client profitability and long-term engagement.
  • Market Insights: Provide clients with market insights and investment advisory services based on current financial conditions.
  • Client Acquisition: Acquire new clients through referrals from existing customers.
  • Client Retention: Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Collection: Ensure timely collection of margins and market-to-market losses.

Preferred Candidate Profile:

  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Broking Experience: Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Certification: NISM Series VIII certification is mandatory.


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