Expert Investment Strategist

4 days ago

Kozhikode, Kerala, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 15,00,000

As an Equity Advisor, you will play a key role in guiding clients through the equity market dynamics. Your primary responsibility will be to activate trading accounts for new entrants and educate them on investing in stocks.

Key Responsibilities
  • Activate trading accounts for clients and provide guidance on understanding equity market dynamics.
  • Cross-sell investment products such as Insurance, Mutual Funds, PMS, SIP, and Initial Public Offerings to existing clients.
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.
  • Acquire new clients through referrals from existing customers.
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Ensure timely collection of margins and market-to-market losses.
Required Skills and Qualifications
  • Educational Qualification: A postgraduate degree is required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with a 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.
  • Prior experience in the broking industry is essential.
Benefits and Opportunities
  • This role offers a unique opportunity to grow your career in the finance sector.
  • You will have the chance to work with a dynamic team and develop your skills in investment advisory services.
  • Our company provides a supportive environment for professional development and growth.

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