Senior Stock Advisor

5 days ago

Chandigarh Delhi, India beBeeInvestments Full time ₹ 1,04,000 - ₹ 1,30,878
Job Description:

  • We provide advisory services to our clients on trading and dealing in shares, stocks, and equities.
  • Our advisors are knowledgeable about company research reports and market conditions, enabling them to offer informed advice on buying, selling, or holding stocks.
  • We maintain active client categories based on predefined norms and strive to reactivate dormant clients.
  • Our team resolves client queries promptly and efficiently.
  • Records of business transactions are maintained on our internal software for transparency and accuracy.
  • Our advisors collaborate with branches to enhance revenue generation and query resolution.
  • They adhere to risk management and settlement guidelines, ensuring compliance with regulatory requirements.
  • Additionally, they focus on acquiring high-quality PCG clients with a minimum investment potential of Rs.25 Lac through networking, database utilization, market intelligence, and referrals from existing clients.
  • A minimum of five years' experience working with stock broking firms is required for this role.
  • Proficiency in equity/stocks/shares trading/dealing, equity advisory & investments products, mutual funds, PMS, AIF, risk, and regulation is essential.
Requirements:
  • Minimum 5 year working experience with Stock Broking Firms
  • Knowledge of Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation
Benefits:

This role offers the opportunity to work with a dynamic team, providing advisory services to clients and enhancing revenue generation. The ideal candidate will have excellent communication skills, be knowledgeable about the stock market, and possess the ability to work effectively in a fast-paced environment.

Additional Information:

The successful candidate will have a strong understanding of the stock market, excellent analytical skills, and the ability to work independently. They will also possess strong interpersonal skills, enabling them to communicate effectively with clients and colleagues alike.

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