Financial Market Expert

6 days ago

Chennai Bengaluru Bangalore Mumbai, India beBeeEquity Full time ₹ 8,00,000 - ₹ 12,00,000
Equity Brokerage Specialist
  • Responsible for handling NRI clients and achieving revenue through the broking of equity, derivatives, commodity, and currency products.
  • Acquiring clients via demat sourcing, enhancement, and upgrading the client relationship.
  • Profiling clients and suggesting financial products (equity) to meet customer needs based on their risk appetite.
  • Coordinating with clients daily for investment in equity and other wealth products like mutual funds, PMS, SIPs, AIF etc.
  • Helping customers execute trade online and placing orders on behalf of customers.
  • Achieving healthy revenues without compromising on clients' profitability.
  • Acquiring new clients through existing clients' referrals.
  • Activating inactive clients through regular follow-ups.
  • Regularly following up with clients and handling their queries.
  • Staying abreast of micro & macroeconomic indicators, global & domestic financial markets, and impact on stock movements.
  • Handling NRI clients for equity broking and adding new NRI and HNI clients.
  • Domain knowledge of products like - Equity/Stock Broking, PMS, Mutual Funds, AIF, Bonds.
  • Experience in handling B2C interactions.

Required Skills and Qualifications:

  • Strong understanding of equity brokerage and related products.
  • Excellent communication and relationship-building skills.
  • Ability to work independently and as part of a team.
  • Basic knowledge of financial markets and instruments.
  • Familiarity with regulatory requirements.

Benefits:

  • Competitive compensation package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.

Others:

  • Must be proficient in MS Office Suite.
  • Should have basic knowledge of HTML/CSS.

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