Senior Investment Specialist

2 days ago

Bikaner, Rajasthan, India beBeeEquity Full time ₹ 10,00,000 - ₹ 12,12,500

About the Role

  • Our equity advisory services encompass activating trading accounts for clients and educating new entrants on market dynamics. This includes cross-selling investment products such as insurance, mutual funds, portfolio management services, systematic investment plans, and initial public offerings.
  • We coordinate daily equity trades for clients, either executing them online or placing orders on their behalf.

Your Key Responsibilities

  • You will drive revenue growth while ensuring client profitability and long-term engagement. To achieve this, you must provide clients with insightful market analysis and expert investment advice based on current financial conditions.
  • Additional responsibilities include acquiring new clients through referrals from existing customers and reactivating inactive clients via consistent follow-ups and strategic engagement.

Essential Qualifications and Experience

  • A postgraduate degree is required to excel in this role.
  • A minimum of two years' experience in equity dealing is necessary, with at least six months working with an Indian broking firm.
  • Hands-on experience in broking, coupled with a deep understanding of financial products and market trends, is essential for success.
  • Candidates with self-trading experience are not eligible.

The Ideal Candidate Profile

  • A postgraduate degree holder with a minimum of two years' experience in equity dealing.
  • Familiarity with Indian broking firms and various financial products is crucial.
  • Excellent communication and sales skills are vital for success in this position.
  • The ideal candidate should be able to work independently and meet performance targets.

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