Unlock Your Potential as an Equity Professional

1 week ago

Anand, Gujarat, India beBeeEquity Full time ₹ 40,00,000 - ₹ 80,00,000
Drive Your Equity Career Forward

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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