
Investment Specialist
2 days ago
Job Role:
Equity Investment SpecialistWe are seeking an experienced Equity Investment Specialist to join our team. As a key member of our investment division, you will play a crucial role in guiding clients through the equity market dynamics and helping them achieve their financial goals.
- Cross-selling investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
- Activating trading accounts for clients and providing personalized investment advisory services based on current market conditions.
- Driving revenue growth while ensuring client profitability and long-term engagement.
- Providing timely market insights and updates to clients.
- Acquiring new clients through referrals from existing customers.
- Reactivating inactive clients through consistent follow-ups and engagement strategies.
- Ensuring timely collection of margins and market-to-market losses.
Key Requirements:
- Educational Qualification: Postgraduate degree required.
- Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with a reputable firm.
- Hands-on experience in broking with a solid understanding of financial products and market trends.
- Mandatory NISM Series VIII certification.
- Strong expertise in client acquisition, retention strategies, and achieving sales targets.
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