
Unlock Your Potential as an Equity Professional
1 week ago
We are seeking a highly motivated and skilled Equity Advisor to join our team. As an Equity Advisor, you will play a crucial role in guiding clients through the complexities of the equity market.
Key Responsibilities:- Client Onboarding: Activate trading accounts for clients and provide them with a comprehensive understanding of equity market dynamics.
- Cross-Selling: Offer investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients to drive revenue growth.
- Trade Execution: Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
- Client Engagement: Drive client profitability and long-term engagement by providing timely market insights and investment advisory services.
- New Business Acquisition: Acquire new clients through referrals from existing customers and reactivate inactive clients through consistent follow-ups and engagement strategies.
- Compliance: Ensure timely collection of margins and market-to-market losses.
Requirements:
- Educational Qualification: Postgraduate degree required.
- Experience: 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.
- Mandatory Certification: NISM Series VIII certification is mandatory.
- Strong expertise in client acquisition, retention strategies, and achieving sales targets.
Benefits:
- Opportunity to work with a dynamic team and grow professionally.
- Competitive salary and incentives.
- Continuous training and development opportunities.
What We Offer:
- A challenging and rewarding career opportunity.
- A supportive and collaborative work environment.
- The chance to make a real impact in the world of finance.
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