
Portfolio Strategist
4 days ago
Job Overview
The successful candidate will be a seasoned Brokerage Specialist with a strong sales background and extensive knowledge of the equity market.
Key Responsibilities
- Client Engagement & Onboarding
- Identify and acquire new clients for equity trading and investment services.
- Build a robust network to generate leads and convert prospects into active clients.
- Facilitate seamless onboarding with proper documentation and KYC compliance.
- Nurture long-term relationships with retail and high-net-worth clients.
- Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions.
- Conduct periodic portfolio reviews and suggest timely adjustments.
- Provide expert advice on equity investments, market opportunities, and trading strategies.
- Ensure accurate and timely execution of trades.
- Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives.
- Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales.
- Drive client activity levels to meet brokerage and sales objectives.
- Explore cross-selling opportunities to maximize wallet share.
- Stay updated on equity markets, economic developments, and corporate actions.
- Share insights and proactively guide clients on portfolio strategies.
- Contribute inputs for internal market reports and strategy development.
- Adhere to all regulatory requirements (SEBI, NSE/BSE, etc.).
- Maintain accurate client records for audits and compliance.
- Educate clients about market risks and ensure investments are aligned with their risk profile.
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