
Equity Financial Specialist
4 days ago
We are seeking an experienced and skilled Equity Advisor to join our team. The ideal candidate will have a strong understanding of equity broking, mutual funds, PMS, and investment products.
About the Role:This is a challenging yet rewarding opportunity for someone who is passionate about delivering exceptional client service and achieving revenue targets. The successful candidate will be responsible for managing client's day-to-day trades & investments, communicating with clients to pass on technical and fundamental research ideas, and ensuring client activation.
The role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. If you are a driven and ambitious individual with a passion for the financial industry, we would love to hear from you.
Key Responsibilities:- Manage client's day-to-day trades & investments.
- Regularly communicate with mapped clients to pass on technical and fundamental research ideas.
- Ensure activation of mapped clients.
- Achieve laid down revenue/brokerage target.
- Minimum 1 year in the broking industry with B2B experience preferred.
- Strong understanding of equity broking, mutual funds, PMS, and investment products.
- Ability to support partners in driving client trading activity.
- Willingness to stay updated on capital markets, investment trends, and trading strategies.
- Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.
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